-6.1%
PATH vs ARKK
+100.9%
-107.0%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.1% | -15.6% | -15.8% |
| 7D | -16.3% | +1.9% | -18.2% | -17.5% |
| 30D | +9.9% | +13.2% | -3.3% | 0.0% |
| 3M | +30.2% | +7.7% | +22.5% | +22.2% |
| 6M | +37.2% | +15.1% | +22.2% | +20.9% |
| YTD | -7.3% | +12.1% | -19.4% | -16.9% |
| 1Y | +40.0% | +14.9% | +25.1% | +23.9% |
| All | -6.1% | +100.9% | -107.0% | -47.9% |
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 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