+482.2%
KORU vs ARKK
+15.4%
+466.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.1% | +14.5% | +16.0% |
| 7D | +13.0% | +1.9% | +11.1% | +7.1% |
| 30D | +27.3% | +13.2% | +14.1% | -6.0% |
| 3M | -55.3% | +7.7% | -63.0% | -54.8% |
| 6M | +11.6% | +15.1% | -3.5% | +8.0% |
| YTD | +158.5% | +12.1% | +146.5% | +160.9% |
| 1Y | +482.2% | +14.9% | +467.2% | +554.0% |
| All | +482.2% | +15.4% | +466.7% | +554.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling