+219.9%
SLV vs ARKK
+331.8%
-111.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +1.0% |
| 7D | -2.8% | -3.1% | +0.2% | -2.3% |
| 30D | -1.6% | +2.7% | -4.3% | -2.0% |
| 3M | -4.4% | +10.8% | -15.2% | -6.2% |
| 6M | -25.4% | +14.4% | -39.8% | -27.0% |
| YTD | -9.8% | +8.7% | -18.4% | -10.8% |
| 1Y | +53.8% | +6.7% | +47.1% | +52.1% |
| 3Y | +174.7% | +87.4% | +87.3% | +145.0% |
| 5Y | +164.3% | -29.5% | +193.8% | +167.2% |
| All | +219.9% | +331.8% | -111.9% | +154.4% |
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