+681.4%
NFLX vs ARKK
+331.8%
+349.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.2% | +1.5% |
| 7D | -1.1% | -3.1% | +2.0% | +0.5% |
| 30D | +4.3% | +2.7% | +1.6% | +2.5% |
| 3M | -4.8% | +10.8% | -15.5% | -10.5% |
| 6M | -18.4% | +14.4% | -32.8% | -25.8% |
| YTD | -17.4% | +8.7% | -26.1% | -23.5% |
| 1Y | -35.7% | +6.7% | -42.4% | -40.7% |
| 3Y | +73.8% | +87.4% | -13.6% | +7.0% |
| 5Y | +29.3% | -29.5% | +58.7% | +36.0% |
| All | +681.4% | +331.8% | +349.6% | +110.7% |
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