+7,788.2%
SHOP vs ARKK
+349.5%
+7,438.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -0.2% | -7.4% | -7.4% |
| 7D | -4.1% | +3.6% | -7.7% | -7.4% |
| 30D | -11.5% | +8.4% | -19.9% | -18.7% |
| 3M | +21.1% | +13.4% | +7.6% | +4.7% |
| 6M | +3.0% | +18.9% | -15.9% | -15.1% |
| YTD | -16.7% | +11.9% | -28.6% | -27.1% |
| 1Y | -8.3% | +13.1% | -21.4% | -21.0% |
| 3Y | +112.8% | +97.1% | +15.8% | +1.5% |
| 5Y | -9.3% | -27.8% | +18.5% | +21.7% |
| 10Y | +3,003.4% | +338.5% | +2,665.0% | +646.8% |
| All | +7,788.2% | +349.5% | +7,438.7% | +1,832.8% |
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