+5.2%
LOW vs ARKK
-29.6%
+34.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | 0.0% |
| 7D | -3.7% | -3.1% | -0.7% | -3.0% |
| 30D | -8.9% | +2.7% | -11.6% | -9.6% |
| 3M | -10.4% | +10.8% | -21.2% | -12.9% |
| 6M | -19.4% | +14.4% | -33.8% | -22.6% |
| YTD | -17.1% | +8.7% | -25.8% | -19.7% |
| 1Y | -26.3% | +6.7% | -33.0% | -28.8% |
| 3Y | -9.9% | +87.4% | -97.3% | -27.5% |
| All | +5.2% | -29.6% | +34.8% | -6.4% |
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 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