-49.3%
TE vs ARKK
-29.6%
-19.7%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | 0.0% | +0.1% |
| 7D | +0.2% | -3.1% | +3.3% | +3.3% |
| 30D | -5.9% | +2.7% | -8.6% | -8.5% |
| 3M | -45.6% | +10.8% | -56.3% | -49.8% |
| 6M | -43.4% | +14.4% | -57.7% | -49.2% |
| YTD | -31.0% | +8.7% | -39.6% | -33.9% |
| 1Y | +145.2% | +6.7% | +138.5% | +142.8% |
| 3Y | -24.1% | +87.4% | -111.5% | -50.1% |
| All | -49.3% | -29.6% | -19.7% | -28.1% |
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