+412.3%
LIN vs ARKK
+328.6%
+83.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.7% | -3.7% | 0.0% |
| 7D | +0.1% | 0.0% | +0.1% | 0.0% |
| 30D | +7.6% | -11.9% | +19.4% | +10.2% |
| 3M | +6.5% | -0.6% | +7.1% | +5.9% |
| 6M | +6.2% | -0.2% | +6.4% | +4.9% |
| YTD | +23.2% | +2.7% | +20.6% | +20.1% |
| 1Y | +25.4% | -2.2% | +27.6% | +23.4% |
| 3Y | +38.3% | +102.0% | -63.8% | +7.8% |
| 5Y | +64.4% | -33.4% | +97.8% | +69.3% |
| 10Y | +417.3% | +327.1% | +90.2% | +137.1% |
| All | +412.3% | +328.6% | +83.7% | +126.7% |
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