+5.9%
KDP vs ARKK
+94.7%
-88.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | 0.0% | -0.1% |
| 7D | +2.1% | +3.6% | -1.5% | +2.0% |
| 30D | +8.5% | +8.4% | +0.1% | +8.4% |
| 3M | +6.6% | +13.4% | -6.8% | +6.4% |
| 6M | +17.1% | +18.9% | -1.8% | +16.6% |
| YTD | +19.0% | +11.9% | +7.1% | +18.7% |
| 1Y | +21.8% | +13.1% | +8.7% | +21.3% |
| All | +5.9% | +94.7% | -88.8% | -2.0% |
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 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