+50.7%
O vs ARKK
+331.8%
-281.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.2% |
| 7D | -2.9% | -3.1% | +0.2% | -2.3% |
| 30D | -4.5% | +2.7% | -7.2% | -5.1% |
| 3M | -2.6% | +10.8% | -13.4% | -4.9% |
| 6M | -5.6% | +14.4% | -20.0% | -8.7% |
| YTD | +9.3% | +8.7% | +0.6% | +6.4% |
| 1Y | +4.3% | +6.7% | -2.4% | +1.4% |
| 3Y | +27.4% | +87.4% | -60.0% | +6.1% |
| 5Y | +17.1% | -29.5% | +46.5% | +20.9% |
| All | +50.7% | +331.8% | -281.1% | -21.2% |
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