-67.1%
SE vs ARKK
-29.6%
-37.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -2.0% | -1.8% |
| 7D | -5.2% | -3.1% | -2.2% | -2.8% |
| 30D | -17.1% | +2.7% | -19.8% | -19.3% |
| 3M | +24.0% | +10.8% | +13.2% | +12.8% |
| 6M | +21.0% | +14.4% | +6.6% | +6.2% |
| YTD | -16.7% | +8.7% | -25.4% | -24.4% |
| 1Y | -45.9% | +6.7% | -52.7% | -51.2% |
| 3Y | +177.8% | +87.4% | +90.4% | +33.2% |
| All | -67.1% | -29.6% | -37.5% | -60.9% |
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