+45.9%
KMI vs ARKK
+358.9%
-313.0%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.8% | 0.0% | -1.4% |
| 7D | -1.8% | +1.4% | -3.2% | -2.1% |
| 30D | +0.1% | +5.1% | -5.1% | -1.4% |
| 3M | +1.2% | +12.7% | -11.6% | -2.5% |
| 6M | -3.9% | +13.8% | -17.7% | -8.2% |
| YTD | +17.5% | +9.9% | +7.6% | +12.9% |
| 1Y | +22.6% | +10.4% | +12.2% | +16.8% |
| 3Y | +116.3% | +93.6% | +22.7% | +70.3% |
| 5Y | +157.6% | -29.4% | +187.0% | +168.6% |
| 10Y | +136.6% | +336.9% | -200.3% | -19.0% |
| All | +45.9% | +358.9% | -313.0% | -54.9% |
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