+700.7%
JPM vs ARKK
+358.9%
+341.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.1% | +0.9% |
| 7D | -0.4% | +1.4% | -1.8% | -0.8% |
| 30D | -1.4% | +5.1% | -6.5% | -3.1% |
| 3M | +13.9% | +12.7% | +1.2% | +9.3% |
| 6M | +23.5% | +13.8% | +9.7% | +17.5% |
| YTD | +11.6% | +9.9% | +1.7% | +7.0% |
| 1Y | +21.4% | +10.4% | +11.0% | +15.5% |
| 3Y | +163.4% | +93.6% | +69.9% | +104.6% |
| 5Y | +152.5% | -29.4% | +181.9% | +158.6% |
| 10Y | +592.1% | +336.9% | +255.3% | +149.2% |
| All | +700.7% | +358.9% | +341.8% | +166.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling