+378.1%
PSX vs ARKK
+331.8%
+46.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.3% | +0.2% |
| 7D | +1.7% | -3.1% | +4.8% | +2.4% |
| 30D | +15.6% | +2.7% | +12.9% | +14.7% |
| 3M | +46.5% | +10.8% | +35.7% | +42.1% |
| 6M | +55.0% | +14.4% | +40.6% | +48.1% |
| YTD | +105.3% | +8.7% | +96.6% | +98.0% |
| 1Y | +101.6% | +6.7% | +94.9% | +94.0% |
| 3Y | +134.1% | +87.4% | +46.7% | +89.3% |
| 5Y | +368.7% | -29.5% | +398.1% | +394.2% |
| All | +378.1% | +331.8% | +46.3% | +112.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling