+433.3%
KLAC vs ARKK
-29.6%
+462.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.3% | +1.6% |
| 7D | -2.7% | -3.1% | +0.4% | -1.0% |
| 30D | -13.2% | +2.7% | -15.9% | -14.7% |
| 3M | -25.0% | +10.8% | -35.8% | -29.0% |
| 6M | +23.6% | +14.4% | +9.2% | +14.9% |
| YTD | +49.2% | +8.7% | +40.6% | +42.6% |
| 1Y | +89.3% | +6.7% | +82.6% | +82.5% |
| 3Y | +274.4% | +87.4% | +187.0% | +162.8% |
| All | +433.3% | -29.6% | +462.9% | +446.5% |
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