+375.1%
META vs ARKK
+338.6%
+36.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.4% | -0.4% |
| 7D | +6.0% | +3.6% | +2.4% | +4.1% |
| 30D | +3.6% | +8.4% | -4.8% | -1.0% |
| 3M | +4.9% | +13.4% | -8.5% | -2.6% |
| 6M | -4.7% | +18.9% | -23.6% | -14.3% |
| YTD | -6.9% | +11.9% | -18.8% | -14.1% |
| 1Y | -18.2% | +13.1% | -31.3% | -25.6% |
| 3Y | +107.8% | +97.1% | +10.7% | +32.0% |
| 5Y | +63.9% | -27.8% | +91.7% | +69.8% |
| 10Y | +375.1% | +338.5% | +36.6% | +59.6% |
| All | +375.1% | +338.6% | +36.5% | +59.6% |
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