+1,537.1%
SOXX vs ARKK
+331.8%
+1,205.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.2% | +1.5% |
| 7D | +1.4% | -3.1% | +4.4% | +3.3% |
| 30D | -3.6% | +2.7% | -6.3% | -5.4% |
| 3M | -10.2% | +10.8% | -20.9% | -15.5% |
| 6M | +54.2% | +14.4% | +39.9% | +42.3% |
| YTD | +75.2% | +8.7% | +66.6% | +66.1% |
| 1Y | +107.5% | +6.7% | +100.8% | +98.3% |
| 3Y | +226.8% | +87.4% | +139.4% | +116.1% |
| 5Y | +251.2% | -29.5% | +280.7% | +291.1% |
| All | +1,537.1% | +331.8% | +1,205.3% | +413.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling