+474.0%
KORU vs ARKK
+89.0%
+385.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.6% | +8.3% | +8.1% |
| 7D | -1.7% | -3.1% | +1.4% | +3.0% |
| 30D | +13.5% | +2.7% | +10.8% | +11.2% |
| 3M | -45.2% | +10.8% | -56.0% | -47.8% |
| 6M | +17.1% | +14.4% | +2.7% | +23.9% |
| YTD | +154.1% | +8.7% | +145.5% | +188.0% |
| 1Y | +375.7% | +6.7% | +368.9% | +457.2% |
| 3Y | +474.0% | +87.4% | +386.6% | +271.7% |
| All | +474.0% | +89.0% | +385.0% | +271.7% |
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