+2,993.7%
SHOP vs ARKK
+331.8%
+2,661.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.1% |
| 7D | -11.2% | -3.1% | -8.2% | -8.4% |
| 30D | -14.4% | +2.7% | -17.1% | -17.0% |
| 3M | +16.6% | +10.8% | +5.8% | +3.4% |
| 6M | -0.6% | +14.4% | -14.9% | -14.8% |
| YTD | -20.0% | +8.7% | -28.6% | -27.9% |
| 1Y | -11.2% | +6.7% | -17.9% | -18.9% |
| 3Y | +99.5% | +87.4% | +12.1% | -0.2% |
| 5Y | -13.2% | -29.5% | +16.2% | +19.0% |
| All | +2,993.7% | +331.8% | +2,661.9% | +783.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling