+161.5%
SLV vs ARKK
-31.2%
+192.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.8% | -3.5% | -5.0% |
| 7D | -5.0% | -4.7% | -0.4% | -4.2% |
| 30D | -1.8% | +3.1% | -4.8% | -2.3% |
| 3M | -0.3% | +13.8% | -14.0% | -2.5% |
| 6M | -28.2% | +14.0% | -42.2% | -29.6% |
| YTD | -10.7% | +8.0% | -18.7% | -11.7% |
| 1Y | +53.7% | +9.9% | +43.8% | +51.4% |
| 3Y | +173.7% | +90.2% | +83.5% | +149.0% |
| 5Y | +161.5% | -29.9% | +191.4% | +150.6% |
| All | +161.5% | -31.2% | +192.6% | +150.6% |
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