+369.0%
LIN vs ARKK
+337.1%
+31.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | 0.0% |
| 7D | -4.0% | +1.4% | -5.4% | -4.3% |
| 30D | -4.9% | +5.1% | -10.1% | -6.1% |
| 3M | -9.2% | +12.7% | -21.9% | -12.0% |
| 6M | -2.6% | +13.8% | -16.4% | -6.4% |
| YTD | +10.5% | +9.9% | +0.6% | +6.7% |
| 1Y | -0.1% | +10.4% | -10.5% | -4.3% |
| 3Y | +25.4% | +93.6% | -68.2% | +0.1% |
| 5Y | +59.7% | -29.4% | +89.0% | +63.7% |
| 10Y | +369.0% | +336.9% | +32.1% | +127.4% |
| All | +369.0% | +337.1% | +31.9% | +127.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling