+27.4%
O vs ARKK
+89.0%
-61.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.2% |
| 7D | -2.9% | -3.1% | +0.2% | -2.7% |
| 30D | -4.5% | +2.7% | -7.2% | -4.7% |
| 3M | -2.6% | +10.8% | -13.4% | -3.4% |
| 6M | -5.6% | +14.4% | -20.0% | -6.8% |
| YTD | +9.3% | +8.7% | +0.6% | +8.3% |
| 1Y | +4.3% | +6.7% | -2.4% | +3.4% |
| 3Y | +27.4% | +87.4% | -60.0% | +13.8% |
| All | +27.4% | +89.0% | -61.6% | +13.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling