+1,381.0%
NET vs ARKK
+82.7%
+1,298.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.1% | -2.6% | -2.6% |
| 7D | -16.4% | -6.7% | -9.7% | -10.6% |
| 30D | -25.8% | -13.4% | -12.5% | -15.2% |
| 3M | -11.5% | +4.7% | -16.2% | -15.2% |
| 6M | +18.9% | +2.7% | +16.2% | +13.9% |
| YTD | +35.2% | +4.5% | +30.7% | +25.8% |
| 1Y | +14.5% | -3.7% | +18.2% | +14.6% |
| 3Y | +313.8% | +98.7% | +215.1% | +88.1% |
| 5Y | +32.6% | -34.3% | +66.9% | +70.3% |
| All | +1,381.0% | +82.7% | +1,298.3% | +952.9% |
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