+62.8%
META vs ARKK
-30.0%
+92.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +1.5% |
| 7D | +6.7% | +1.9% | +4.8% | +5.6% |
| 30D | +4.8% | +13.2% | -8.4% | -2.1% |
| 3M | -1.6% | +7.7% | -9.3% | -6.0% |
| 6M | -7.5% | +15.1% | -22.5% | -15.0% |
| YTD | -6.4% | +12.1% | -18.5% | -13.4% |
| 1Y | -17.3% | +14.9% | -32.3% | -25.2% |
| 3Y | +109.9% | +99.3% | +10.6% | +33.9% |
| All | +62.8% | -30.0% | +92.8% | +63.6% |
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 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