-77.0%
PATH vs ARKK
-37.0%
-40.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.2% | -3.2% | -2.9% |
| 7D | -5.3% | -6.6% | +1.2% | +0.1% |
| 30D | -0.5% | -14.5% | +14.0% | +13.3% |
| 3M | -7.1% | -0.4% | -6.8% | -8.5% |
| 6M | +23.8% | -5.2% | +29.0% | +25.5% |
| YTD | -20.7% | -1.9% | -18.8% | -23.3% |
| 1Y | -8.1% | -6.7% | -1.3% | -6.6% |
| 3Y | -21.8% | +89.7% | -111.6% | -62.7% |
| All | -77.0% | -37.0% | -40.0% | -70.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling