+478.6%
SOXL vs ARKK
+89.0%
+389.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.6% | +4.6% | +4.1% |
| 7D | +3.9% | -3.1% | +6.9% | +10.2% |
| 30D | -14.3% | +2.7% | -17.0% | -19.5% |
| 3M | -45.6% | +10.8% | -56.4% | -52.8% |
| 6M | +117.2% | +14.4% | +102.8% | +91.2% |
| YTD | +189.8% | +8.7% | +181.2% | +184.5% |
| 1Y | +317.7% | +6.7% | +311.0% | +348.8% |
| 3Y | +478.6% | +87.4% | +391.2% | +207.7% |
| All | +478.6% | +89.0% | +389.6% | +207.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling