-25.8%
PATH vs ARKK
+97.6%
-123.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | +0.6% |
| 7D | -2.3% | -4.0% | +1.7% | +0.2% |
| 30D | -4.8% | -14.0% | +9.1% | +5.4% |
| 3M | -17.7% | -4.2% | -13.6% | -16.4% |
| 6M | +18.9% | -2.6% | +21.5% | +18.3% |
| YTD | -21.7% | +0.2% | -22.0% | -24.6% |
| 1Y | -9.6% | -6.9% | -2.7% | -7.4% |
| 3Y | -25.8% | +94.1% | -119.9% | -69.6% |
| All | -25.8% | +97.6% | -123.5% | -69.6% |
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