+431.5%
LIN vs ARKK
+293.0%
+138.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.7% | +1.1% |
| 7D | +2.1% | -0.6% | +2.7% | +2.2% |
| 30D | +6.8% | -11.2% | +18.0% | +9.1% |
| 3M | +10.4% | -9.2% | +19.6% | +11.9% |
| 6M | +3.2% | -3.9% | +7.1% | +2.8% |
| YTD | +24.6% | -2.5% | +27.1% | +22.8% |
| 1Y | +24.4% | -2.7% | +27.1% | +22.5% |
| 3Y | +36.7% | +87.9% | -51.2% | +9.2% |
| 5Y | +67.0% | -35.7% | +102.7% | +73.6% |
| All | +431.5% | +293.0% | +138.4% | +174.2% |
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