+729.7%
META vs ARKK
+367.9%
+361.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +1.6% |
| 7D | +6.7% | +1.9% | +4.8% | +5.6% |
| 30D | +4.8% | +13.2% | -8.4% | -2.3% |
| 3M | -1.6% | +7.7% | -9.3% | -6.2% |
| 6M | -7.5% | +15.1% | -22.5% | -15.3% |
| YTD | -6.4% | +12.1% | -18.5% | -13.7% |
| 1Y | -17.3% | +14.9% | -32.3% | -25.4% |
| 3Y | +109.9% | +99.3% | +10.6% | +32.7% |
| 5Y | +65.4% | -29.9% | +95.3% | +73.8% |
| 10Y | +391.8% | +351.6% | +40.2% | +62.7% |
| All | +729.7% | +367.9% | +361.8% | +166.0% |
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