+226.8%
SOXX vs ARKK
+89.0%
+137.8%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.2% | +1.5% |
| 7D | +1.4% | -3.1% | +4.4% | +3.4% |
| 30D | -3.6% | +2.7% | -6.3% | -5.6% |
| 3M | -10.2% | +10.8% | -20.9% | -16.0% |
| 6M | +54.2% | +14.4% | +39.9% | +41.3% |
| YTD | +75.2% | +8.7% | +66.6% | +65.1% |
| 1Y | +107.5% | +6.7% | +100.8% | +97.3% |
| 3Y | +226.8% | +87.4% | +139.4% | +117.9% |
| All | +226.8% | +89.0% | +137.8% | +117.9% |
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