+247.9%
SOXX vs ARKK
-29.6%
+277.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.2% | +1.5% |
| 7D | +1.4% | -3.1% | +4.4% | +3.1% |
| 30D | -3.6% | +2.7% | -6.3% | -5.3% |
| 3M | -10.2% | +10.8% | -20.9% | -15.0% |
| 6M | +54.2% | +14.4% | +39.9% | +43.5% |
| YTD | +75.2% | +8.7% | +66.6% | +67.0% |
| 1Y | +107.5% | +6.7% | +100.8% | +99.5% |
| 3Y | +226.8% | +87.4% | +139.4% | +128.2% |
| All | +247.9% | -29.6% | +277.5% | +247.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling