+93.1%
META vs ARKK
-35.2%
+128.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.7% | +0.5% | +2.7% |
| 7D | +5.7% | 0.0% | +5.7% | +5.6% |
| 30D | -10.8% | -11.9% | +1.1% | -5.1% |
| 3M | +8.4% | -0.6% | +9.0% | +8.0% |
| 6M | +5.4% | -0.2% | +5.6% | +4.1% |
| YTD | -2.6% | +2.7% | -5.3% | -6.1% |
| 1Y | +3.5% | -2.2% | +5.7% | +2.0% |
| 3Y | +102.0% | +102.0% | 0.0% | +27.5% |
| 5Y | +93.1% | -33.4% | +126.5% | +103.3% |
| All | +93.1% | -35.2% | +128.3% | +103.3% |
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