-14.7%
SHOP vs ARKK
-31.2%
+16.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.6% | +1.6% |
| 7D | -13.2% | -4.7% | -8.5% | -8.9% |
| 30D | -17.0% | +3.1% | -20.1% | -20.0% |
| 3M | +17.0% | +13.8% | +3.2% | +0.6% |
| 6M | -2.1% | +14.0% | -16.1% | -16.3% |
| YTD | -21.4% | +8.0% | -29.3% | -28.9% |
| 1Y | -11.0% | +9.9% | -20.9% | -21.5% |
| 3Y | +100.9% | +90.2% | +10.8% | -4.9% |
| 5Y | -14.7% | -29.9% | +15.2% | +16.7% |
| All | -14.7% | -31.2% | +16.5% | +16.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling