+70.3%
T vs ARKK
+331.8%
-261.5%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.4% | +1.9% |
| 7D | +1.5% | -3.1% | +4.5% | +1.8% |
| 30D | +7.5% | +2.7% | +4.7% | +7.1% |
| 3M | +14.8% | +10.8% | +4.1% | +13.4% |
| 6M | -1.7% | +14.4% | -16.1% | -3.5% |
| YTD | +8.7% | +8.7% | 0.0% | +7.1% |
| 1Y | -7.5% | +6.7% | -14.2% | -9.0% |
| 3Y | +110.2% | +87.4% | +22.8% | +87.8% |
| 5Y | +71.6% | -29.5% | +101.1% | +73.4% |
| All | +70.3% | +331.8% | -261.5% | +13.0% |
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