+317.7%
SOXL vs ARKK
+10.0%
+307.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.6% | +4.6% | +3.9% |
| 7D | +3.9% | -3.1% | +6.9% | +11.1% |
| 30D | -14.3% | +2.7% | -17.0% | -20.5% |
| 3M | -45.6% | +10.8% | -56.4% | -54.4% |
| 6M | +117.2% | +14.4% | +102.8% | +82.5% |
| YTD | +189.8% | +8.7% | +181.2% | +174.3% |
| 1Y | +317.7% | +6.7% | +311.0% | +359.0% |
| All | +317.7% | +10.0% | +307.7% | +359.0% |
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