+25.0%
KORU vs ARKK
+350.7%
-325.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.8% | -10.7% | -10.5% |
| 7D | +2.3% | -4.7% | +7.0% | +8.0% |
| 30D | +20.0% | +3.1% | +17.0% | +18.0% |
| 3M | -32.7% | +13.8% | -46.5% | -36.2% |
| 6M | +13.3% | +14.0% | -0.6% | +21.3% |
| YTD | +133.2% | +8.0% | +125.2% | +168.4% |
| 1Y | +357.3% | +9.9% | +347.3% | +423.9% |
| 3Y | +452.7% | +90.2% | +362.5% | +258.6% |
| 5Y | +47.2% | -29.9% | +77.1% | +153.1% |
| 10Y | +67.6% | +329.1% | -261.5% | -72.0% |
| All | +25.0% | +350.7% | -325.7% | -77.9% |
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