+286.6%
KDP vs ARKK
+367.9%
-81.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.8% |
| 7D | +1.3% | +1.9% | -0.7% | +1.0% |
| 30D | +6.0% | +13.2% | -7.2% | +4.4% |
| 3M | +9.2% | +7.7% | +1.5% | +8.0% |
| 6M | +14.7% | +15.1% | -0.4% | +12.3% |
| YTD | +19.2% | +12.1% | +7.1% | +16.8% |
| 1Y | +15.2% | +14.9% | +0.2% | +12.1% |
| 3Y | +6.0% | +99.3% | -93.3% | -6.6% |
| 5Y | +5.4% | -29.9% | +35.3% | +9.1% |
| 10Y | +171.9% | +351.6% | -179.7% | +78.5% |
| All | +286.6% | +367.9% | -81.3% | +153.9% |
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