+143.9%
SHEL vs ARKK
+350.7%
-206.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.2% | +0.7% |
| 7D | +3.9% | -4.7% | +8.6% | +4.9% |
| 30D | +7.0% | +3.1% | +3.9% | +6.1% |
| 3M | +12.5% | +13.8% | -1.3% | +8.8% |
| 6M | +14.8% | +14.0% | +0.8% | +10.3% |
| YTD | +34.2% | +8.0% | +26.2% | +30.2% |
| 1Y | +37.0% | +9.9% | +27.1% | +31.7% |
| 3Y | +70.9% | +90.2% | -19.3% | +39.3% |
| 5Y | +192.5% | -29.9% | +222.4% | +207.6% |
| 10Y | +208.5% | +329.1% | -120.7% | +26.3% |
| All | +143.9% | +350.7% | -206.8% | -6.7% |
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