+55.9%
SOXL vs ARKK
-5.7%
+61.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.1% | -8.9% | -8.9% |
| 7D | -37.9% | -6.7% | -31.2% | -25.0% |
| 30D | -59.4% | -13.4% | -46.0% | -40.7% |
| 3M | -52.3% | +4.7% | -57.0% | -55.4% |
| 6M | -47.7% | +2.7% | -50.4% | -42.0% |
| YTD | +58.8% | +4.5% | +54.3% | +73.6% |
| 1Y | +55.9% | -3.7% | +59.6% | +113.5% |
| All | +55.9% | -5.7% | +61.6% | +113.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling