-78.0%
PATH vs ARKK
-25.6%
-52.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.1% | -15.6% | -15.7% |
| 7D | -16.3% | +1.9% | -18.2% | -17.7% |
| 30D | +9.9% | +13.2% | -3.3% | -1.8% |
| 3M | +30.2% | +7.7% | +22.5% | +20.3% |
| 6M | +37.2% | +15.1% | +22.2% | +17.4% |
| YTD | -7.3% | +12.1% | -19.4% | -19.2% |
| 1Y | +40.0% | +14.9% | +25.1% | +19.5% |
| 3Y | -4.4% | +99.3% | -103.7% | -55.1% |
| 5Y | -76.0% | -29.9% | -46.1% | -69.4% |
| All | -78.0% | -25.6% | -52.4% | -72.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling