+37.7%
KR vs ARKK
+89.0%
-51.3%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.6% | +2.1% | +2.8% |
| 7D | -0.2% | -3.1% | +2.9% | -0.5% |
| 30D | +5.1% | +2.7% | +2.3% | +5.4% |
| 3M | -8.2% | +10.8% | -18.9% | -7.1% |
| 6M | -18.0% | +14.4% | -32.4% | -16.7% |
| YTD | -4.8% | +8.7% | -13.4% | -3.4% |
| 1Y | -11.0% | +6.7% | -17.8% | -9.8% |
| 3Y | +37.7% | +87.4% | -49.7% | +40.6% |
| All | +37.7% | +89.0% | -51.3% | +40.6% |
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