-9.1%
T vs ARKK
+15.4%
-24.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.9% | -2.1% |
| 7D | -1.3% | +1.9% | -3.2% | -0.9% |
| 30D | +11.4% | +13.2% | -1.8% | +13.8% |
| 3M | +14.3% | +7.7% | +6.6% | +16.2% |
| 6M | -9.3% | +15.1% | -24.3% | -6.7% |
| YTD | +7.1% | +12.1% | -5.0% | +10.0% |
| 1Y | -9.1% | +14.9% | -24.0% | -6.2% |
| All | -9.1% | +15.4% | -24.5% | -6.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling