+5.0%
KDP vs ARKK
-29.1%
+34.1%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.3% | -1.4% |
| 7D | -1.6% | +1.4% | -3.0% | -1.6% |
| 30D | +9.5% | +5.1% | +4.4% | +9.2% |
| 3M | +2.6% | +12.7% | -10.1% | +2.0% |
| 6M | +15.6% | +13.8% | +1.8% | +14.7% |
| YTD | +17.3% | +9.9% | +7.4% | +16.5% |
| 1Y | +20.1% | +10.4% | +9.7% | +19.1% |
| 3Y | +4.9% | +93.6% | -88.7% | -0.9% |
| 5Y | +5.0% | -29.4% | +34.4% | +4.0% |
| All | +5.0% | -29.1% | +34.1% | +4.0% |
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 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