+30.8%
SOXX vs ARKK
-13.0%
+43.8%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -70.7% | -9.0% | -61.7% | -62.9% |
| 7D | -23.0% | -14.9% | -8.1% | +2.1% |
| 30D | -32.9% | -19.2% | -13.7% | -7.5% |
| 3M | -25.3% | -4.0% | -21.3% | -10.3% |
| 6M | -17.8% | -4.5% | -13.3% | -0.2% |
| YTD | +32.1% | -4.9% | +37.0% | +58.8% |
| 1Y | +30.8% | -13.9% | +44.7% | +69.2% |
| All | +30.8% | -13.0% | +43.8% | +69.2% |
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