+15.1%
TEAM vs ARKK
-5.7%
+20.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -13.7% | -6.7% | -7.1% | -10.5% |
| 30D | -3.4% | -13.4% | +9.9% | +3.8% |
| 3M | +72.1% | +4.7% | +67.4% | +68.2% |
| 6M | +103.8% | +2.7% | +101.1% | +99.8% |
| YTD | +17.1% | +4.5% | +12.6% | +14.2% |
| 1Y | +15.1% | -3.7% | +18.8% | +15.0% |
| All | +15.1% | -5.7% | +20.7% | +15.0% |
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 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