-77.1%
PATH vs ARKK
-32.6%
-44.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.8% | +0.6% | +0.8% |
| 7D | -2.7% | -2.4% | -0.4% | -1.3% |
| 30D | -1.4% | -10.8% | +9.5% | +8.0% |
| 3M | -16.4% | -2.6% | -13.8% | -16.1% |
| 6M | +23.3% | -1.9% | +25.2% | +21.3% |
| YTD | -19.8% | +2.0% | -21.8% | -25.3% |
| 1Y | -8.6% | -4.4% | -4.2% | -9.3% |
| 3Y | -24.0% | +97.5% | -121.6% | -65.1% |
| 5Y | -77.1% | -32.0% | -45.1% | -73.0% |
| All | -77.1% | -32.6% | -44.6% | -73.0% |
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