-50.0%
TE vs ARKK
+66.3%
-116.3%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.8% | -1.2% | -1.7% |
| 7D | +15.0% | +1.4% | +13.6% | +13.9% |
| 30D | -7.5% | +5.1% | -12.7% | -11.1% |
| 3M | -42.0% | +12.7% | -54.7% | -45.9% |
| 6M | -31.4% | +13.8% | -45.2% | -36.5% |
| YTD | -26.5% | +9.9% | -36.4% | -29.1% |
| 1Y | +153.1% | +10.4% | +142.7% | +147.6% |
| 3Y | -20.7% | +93.6% | -114.3% | -41.5% |
| 5Y | -45.4% | -29.4% | -16.1% | -49.6% |
| All | -50.0% | +66.3% | -116.3% | -55.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling