+367.0%
PSX vs ARKK
-31.2%
+398.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | -0.6% |
| 7D | +1.5% | -4.7% | +6.2% | +2.1% |
| 30D | +15.8% | +3.1% | +12.8% | +15.2% |
| 3M | +43.0% | +13.8% | +29.2% | +40.0% |
| 6M | +61.1% | +14.0% | +47.1% | +57.0% |
| YTD | +104.5% | +8.0% | +96.5% | +100.6% |
| 1Y | +102.5% | +9.9% | +92.6% | +97.3% |
| 3Y | +133.5% | +90.2% | +43.3% | +106.7% |
| 5Y | +367.0% | -29.9% | +396.9% | +373.6% |
| All | +367.0% | -31.2% | +398.1% | +373.6% |
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