-52.7%
TEAM vs ARKK
-31.2%
-21.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.8% | +2.8% | +2.3% |
| 7D | -7.8% | -4.7% | -3.1% | -4.5% |
| 30D | +16.5% | +3.1% | +13.5% | +13.7% |
| 3M | +96.2% | +13.8% | +82.4% | +77.3% |
| 6M | +130.2% | +14.0% | +116.2% | +106.0% |
| YTD | +10.7% | +8.0% | +2.8% | +2.1% |
| 1Y | +3.0% | +9.9% | -6.9% | -8.5% |
| 3Y | -13.1% | +90.2% | -103.2% | -53.6% |
| 5Y | -52.7% | -29.9% | -22.8% | -51.8% |
| All | -52.7% | -31.2% | -21.6% | -51.8% |
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