-81.2%
PATH vs ARKK
-34.9%
-46.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -6.7% |
| 3Y | -21.8% | +89.7% | -111.6% | -62.7% |
| 5Y | -76.8% | -37.3% | -39.6% | -68.0% |
| All | -81.2% | -34.9% | -46.3% | -73.5% |
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