+746.4%
TEAM vs ARKK
+347.3%
+399.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.5% | +2.0% |
| 7D | -4.7% | +1.4% | -6.1% | -5.6% |
| 30D | +17.0% | +5.1% | +11.9% | +12.7% |
| 3M | +85.9% | +12.7% | +73.2% | +69.7% |
| 6M | +116.7% | +13.8% | +102.8% | +94.9% |
| YTD | +9.6% | +9.9% | -0.3% | +0.1% |
| 1Y | -2.5% | +10.4% | -12.9% | -13.1% |
| 3Y | -14.0% | +93.6% | -107.6% | -52.6% |
| 5Y | -53.1% | -29.4% | -23.7% | -49.0% |
| 10Y | +502.9% | +336.9% | +166.1% | +56.6% |
| All | +746.4% | +347.3% | +399.1% | +123.6% |
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