+113.9%
SOXX vs ARKK
+15.4%
+98.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.6% | +4.3% |
| 7D | +2.2% | +1.9% | +0.3% | +0.7% |
| 30D | -2.0% | +13.2% | -15.2% | -11.1% |
| 3M | -13.7% | +7.7% | -21.4% | -18.4% |
| 6M | +52.4% | +15.1% | +37.3% | +36.8% |
| YTD | +72.8% | +12.1% | +60.7% | +57.2% |
| 1Y | +113.9% | +14.9% | +99.0% | +108.5% |
| All | +113.9% | +15.4% | +98.5% | +108.5% |
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