+340.5%
JCI vs ARKK
+331.8%
+8.7%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.6% | +2.1% |
| 7D | +0.7% | -3.1% | +3.8% | +1.7% |
| 30D | -4.4% | +2.7% | -7.2% | -5.4% |
| 3M | +1.7% | +10.8% | -9.1% | -2.0% |
| 6M | +8.8% | +14.4% | -5.6% | +3.4% |
| YTD | +22.6% | +8.7% | +14.0% | +17.8% |
| 1Y | +36.2% | +6.7% | +29.5% | +31.0% |
| 3Y | +168.0% | +87.4% | +80.6% | +111.5% |
| 5Y | +113.5% | -29.5% | +142.9% | +111.8% |
| All | +340.5% | +331.8% | +8.7% | +99.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ARKK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling