+148.6%
TE vs ARKK
+15.4%
+133.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +2.8% |
| 7D | -4.0% | +1.9% | -5.9% | -6.6% |
| 30D | -15.9% | +13.2% | -29.1% | -30.4% |
| 3M | -60.5% | +7.7% | -68.2% | -63.6% |
| 6M | -35.2% | +15.1% | -50.3% | -44.9% |
| YTD | -31.1% | +12.1% | -43.2% | -37.9% |
| 1Y | +148.6% | +14.9% | +133.7% | +143.2% |
| All | +148.6% | +15.4% | +133.2% | +143.2% |
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