+494.4%
TEAM vs ARKK
+331.8%
+162.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.6% | -0.4% |
| 7D | -5.2% | -3.1% | -2.1% | -3.2% |
| 30D | +15.8% | +2.7% | +13.0% | +13.3% |
| 3M | +101.5% | +10.8% | +90.7% | +86.5% |
| 6M | +138.2% | +14.4% | +123.8% | +113.6% |
| YTD | +10.8% | +8.7% | +2.2% | +2.1% |
| 1Y | +1.7% | +6.7% | -5.1% | -7.0% |
| 3Y | -16.0% | +87.4% | -103.4% | -52.3% |
| 5Y | -52.7% | -29.5% | -23.2% | -49.2% |
| All | +494.4% | +331.8% | +162.6% | +108.7% |
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