+89.9%
SLV vs ARKK
-35.9%
+125.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.0% | -0.2% | -1.8% |
| 7D | -5.8% | -0.6% | -5.2% | -5.7% |
| 30D | -12.1% | -11.2% | -0.9% | -10.1% |
| 3M | -24.1% | -9.2% | -14.9% | -22.6% |
| 6M | -44.4% | -3.9% | -40.5% | -43.8% |
| YTD | -31.5% | -2.5% | -29.0% | -30.9% |
| 1Y | -6.9% | -2.7% | -4.2% | -6.2% |
| 3Y | +116.0% | +87.9% | +28.1% | +99.1% |
| All | +89.9% | -35.9% | +125.7% | +82.3% |
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