+82.0%
SPY vs ARKK
-31.2%
+113.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.1% |
| 7D | -2.0% | -4.7% | +2.7% | -0.7% |
| 30D | -1.7% | +3.1% | -4.7% | -2.6% |
| 3M | +4.7% | +13.8% | -9.0% | +0.6% |
| 6M | +12.5% | +14.0% | -1.4% | +7.6% |
| YTD | +11.7% | +8.0% | +3.7% | +8.2% |
| 1Y | +17.5% | +9.9% | +7.6% | +12.6% |
| 3Y | +76.6% | +90.2% | -13.6% | +40.9% |
| 5Y | +82.0% | -29.9% | +111.9% | +70.8% |
| All | +82.0% | -31.2% | +113.2% | +70.8% |
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 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