+33.3%
SHEL vs ARKK
+15.4%
+17.9%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.7% | +0.6% |
| 7D | +2.2% | +1.9% | +0.3% | +2.3% |
| 30D | +6.8% | +13.2% | -6.3% | +7.0% |
| 3M | +8.1% | +7.7% | +0.4% | +8.4% |
| 6M | +14.4% | +15.1% | -0.7% | +14.3% |
| YTD | +30.0% | +12.1% | +17.9% | +29.4% |
| 1Y | +33.3% | +14.9% | +18.4% | +40.1% |
| All | +33.3% | +15.4% | +17.9% | +40.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling