+274.4%
KLAC vs ARKK
+89.0%
+185.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.3% | +1.6% |
| 7D | -2.7% | -3.1% | +0.4% | -0.7% |
| 30D | -13.2% | +2.7% | -15.9% | -14.9% |
| 3M | -25.0% | +10.8% | -35.8% | -29.7% |
| 6M | +23.6% | +14.4% | +9.2% | +13.4% |
| YTD | +49.2% | +8.7% | +40.6% | +41.2% |
| 1Y | +89.3% | +6.7% | +82.6% | +80.8% |
| 3Y | +274.4% | +87.4% | +187.0% | +150.7% |
| All | +274.4% | +89.0% | +185.4% | +150.7% |
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