+60.8%
LIN vs ARKK
-29.5%
+90.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.8% | -1.9% |
| 7D | -3.5% | +3.6% | -7.1% | -4.0% |
| 30D | -4.1% | +8.4% | -12.5% | -5.3% |
| 3M | -6.4% | +13.4% | -19.8% | -8.4% |
| 6M | -2.4% | +18.9% | -21.3% | -5.6% |
| YTD | +10.9% | +11.9% | -1.0% | +8.1% |
| 1Y | 0.0% | +13.1% | -13.0% | -3.2% |
| 3Y | +25.8% | +97.1% | -71.2% | +7.1% |
| 5Y | +60.8% | -27.8% | +88.6% | +54.3% |
| All | +60.8% | -29.5% | +90.3% | +54.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling