+357.4%
SOXL vs ARKK
+15.4%
+341.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.1% | +10.9% | +12.1% |
| 7D | +5.3% | +1.9% | +3.4% | +0.4% |
| 30D | -11.2% | +13.2% | -24.4% | -33.7% |
| 3M | -55.4% | +7.7% | -63.0% | -58.2% |
| 6M | +107.1% | +15.1% | +92.1% | +72.7% |
| YTD | +179.0% | +12.1% | +166.9% | +147.6% |
| 1Y | +357.4% | +14.9% | +342.4% | +432.3% |
| All | +357.4% | +15.4% | +341.9% | +432.3% |
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 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