+96.1%
SHOP vs ARKK
+87.8%
+8.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.6% | +1.4% |
| 7D | -13.2% | -4.7% | -8.5% | -9.4% |
| 30D | -17.0% | +3.1% | -20.1% | -19.6% |
| 3M | +17.0% | +13.8% | +3.2% | +2.5% |
| 6M | -2.1% | +14.0% | -16.1% | -14.4% |
| YTD | -21.4% | +8.0% | -29.3% | -27.7% |
| 1Y | -11.0% | +9.9% | -20.9% | -19.7% |
| All | +96.1% | +87.8% | +8.3% | +1.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling