-21.8%
PATH vs ARKK
+85.5%
-107.3%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.2% | -3.2% | -2.4% |
| 7D | -5.3% | -6.6% | +1.2% | -0.9% |
| 30D | -0.5% | -14.5% | +14.0% | +10.8% |
| 3M | -7.1% | -0.4% | -6.8% | -8.1% |
| 6M | +23.8% | -5.2% | +29.0% | +25.8% |
| YTD | -20.7% | -1.9% | -18.8% | -22.3% |
| 1Y | -8.1% | -6.7% | -1.3% | -6.0% |
| 3Y | -21.8% | +89.7% | -111.6% | -65.7% |
| All | -21.8% | +85.5% | -107.3% | -65.7% |
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 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