+597.0%
SE vs ARKK
+169.3%
+427.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.2% |
| 7D | +0.6% | +3.6% | -3.0% | -2.3% |
| 30D | -0.1% | +8.4% | -8.5% | -6.9% |
| 3M | +34.1% | +13.4% | +20.7% | +19.7% |
| 6M | +23.2% | +18.9% | +4.3% | +4.6% |
| YTD | -11.2% | +11.9% | -23.1% | -21.3% |
| 1Y | -40.5% | +13.1% | -53.6% | -48.8% |
| 3Y | +196.3% | +97.1% | +99.2% | +39.3% |
| 5Y | -67.0% | -27.8% | -39.3% | -62.2% |
| All | +597.0% | +169.3% | +427.6% | +224.1% |
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