-8.6%
PATH vs ARKK
-5.4%
-3.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.7% | -4.8% | -2.8% |
| 7D | -2.7% | 0.0% | -2.7% | -3.0% |
| 30D | -3.7% | -11.9% | +8.2% | +3.4% |
| 3M | -13.8% | -0.6% | -13.2% | -14.4% |
| 6M | +20.3% | -0.2% | +20.5% | +18.7% |
| YTD | -20.8% | +2.7% | -23.5% | -22.2% |
| All | -8.6% | -5.4% | -3.2% | -1.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling