+168.0%
JCI vs ARKK
+89.0%
+79.0%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.6% | +2.0% |
| 7D | +0.7% | -3.1% | +3.8% | +1.8% |
| 30D | -4.4% | +2.7% | -7.2% | -5.6% |
| 3M | +1.7% | +10.8% | -9.1% | -2.6% |
| 6M | +8.8% | +14.4% | -5.6% | +2.3% |
| YTD | +22.6% | +8.7% | +14.0% | +16.9% |
| 1Y | +36.2% | +6.7% | +29.5% | +29.8% |
| 3Y | +168.0% | +87.4% | +80.6% | +94.2% |
| All | +168.0% | +89.0% | +79.0% | +94.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling