+283.1%
SCHD vs ARKK
+353.6%
-70.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.2% |
| 7D | -2.0% | -3.1% | +1.1% | -1.3% |
| 30D | -0.4% | +2.7% | -3.1% | -1.1% |
| 3M | +5.7% | +10.8% | -5.0% | +3.0% |
| 6M | +11.9% | +14.4% | -2.5% | +7.7% |
| YTD | +26.4% | +8.7% | +17.8% | +22.7% |
| 1Y | +27.6% | +6.7% | +20.9% | +23.6% |
| 3Y | +54.9% | +87.4% | -32.5% | +27.5% |
| 5Y | +60.9% | -29.5% | +90.4% | +62.6% |
| 10Y | +243.4% | +331.8% | -88.4% | +68.5% |
| All | +283.1% | +353.6% | -70.4% | +80.5% |
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