+16.2%
KDP vs ARKK
-35.9%
+52.1%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.0% | +4.6% | +2.7% |
| 7D | -0.8% | -0.6% | -0.2% | -0.8% |
| 30D | +9.7% | -11.2% | +21.0% | +10.1% |
| 3M | +17.6% | -9.2% | +26.8% | +17.9% |
| 6M | +25.8% | -3.9% | +29.7% | +25.6% |
| YTD | +33.9% | -2.5% | +36.4% | +33.4% |
| 1Y | +38.9% | -2.7% | +41.6% | +38.4% |
| 3Y | +26.8% | +87.9% | -61.1% | +19.8% |
| All | +16.2% | -35.9% | +52.1% | +11.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling