+81.6%
KO vs ARKK
-30.0%
+111.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.1% | +0.3% |
| 7D | -1.1% | -4.7% | +3.6% | -1.1% |
| 30D | +1.6% | +3.1% | -1.5% | +1.5% |
| 3M | +5.8% | +13.8% | -8.0% | +5.6% |
| 6M | +14.3% | +14.0% | +0.3% | +14.0% |
| YTD | +27.3% | +8.0% | +19.3% | +27.1% |
| 1Y | +33.2% | +9.9% | +23.2% | +32.7% |
| 3Y | +64.5% | +90.2% | -25.7% | +58.6% |
| All | +81.6% | -30.0% | +111.7% | +68.3% |
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