+314.7%
SPY vs ARKK
+331.8%
-17.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.2% | +0.7% |
| 7D | -0.8% | -3.1% | +2.3% | +0.2% |
| 30D | -1.1% | +2.7% | -3.8% | -2.1% |
| 3M | +3.9% | +10.8% | -6.9% | 0.0% |
| 6M | +13.6% | +14.4% | -0.8% | +7.8% |
| YTD | +12.7% | +8.7% | +4.0% | +8.3% |
| 1Y | +17.5% | +6.7% | +10.8% | +12.9% |
| 3Y | +76.9% | +87.4% | -10.5% | +36.0% |
| 5Y | +83.6% | -29.5% | +113.0% | +87.1% |
| All | +314.7% | +331.8% | -17.1% | +89.6% |
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