+60.2%
SCHD vs ARKK
-29.6%
+89.8%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.3% |
| 7D | -2.0% | -3.1% | +1.1% | -1.5% |
| 30D | -0.4% | +2.7% | -3.1% | -0.9% |
| 3M | +5.7% | +10.8% | -5.0% | +3.7% |
| 6M | +11.9% | +14.4% | -2.5% | +8.9% |
| YTD | +26.4% | +8.7% | +17.8% | +23.8% |
| 1Y | +27.6% | +6.7% | +20.9% | +24.8% |
| 3Y | +54.9% | +87.4% | -32.5% | +34.5% |
| All | +60.2% | -29.6% | +89.8% | +46.4% |
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 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