-80.8%
PATH vs ARKK
-35.3%
-45.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.0% | +3.3% | +3.1% |
| 7D | +2.1% | -0.6% | +2.7% | +2.3% |
| 30D | +1.6% | -11.2% | +12.8% | +11.6% |
| 3M | -20.4% | -9.2% | -11.2% | -15.1% |
| 6M | +40.1% | -3.9% | +44.0% | +40.0% |
| YTD | -19.0% | -2.5% | -16.5% | -21.5% |
| 1Y | -5.8% | -2.7% | -3.1% | -8.1% |
| 3Y | -22.9% | +87.9% | -110.8% | -63.0% |
| 5Y | -75.3% | -35.7% | -39.6% | -66.8% |
| All | -80.8% | -35.3% | -45.5% | -72.9% |
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 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