+132.7%
O vs ARKK
+350.7%
-218.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | -0.6% |
| 7D | -3.5% | -4.7% | +1.2% | -2.7% |
| 30D | -3.3% | +3.1% | -6.4% | -4.0% |
| 3M | -2.8% | +13.8% | -16.6% | -5.5% |
| 6M | -5.8% | +14.0% | -19.7% | -8.7% |
| YTD | +9.4% | +8.0% | +1.4% | +6.7% |
| 1Y | +5.7% | +9.9% | -4.3% | +2.3% |
| 3Y | +27.2% | +90.2% | -62.9% | +6.3% |
| 5Y | +17.2% | -29.9% | +47.1% | +19.6% |
| 10Y | +53.9% | +329.1% | -275.2% | -7.5% |
| All | +132.7% | +350.7% | -218.0% | +40.9% |
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