+288.1%
TER vs ARKK
+89.0%
+199.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +1.9% | +2.1% |
| 7D | +6.4% | -3.1% | +9.4% | +8.8% |
| 30D | -5.7% | +2.7% | -8.4% | -8.1% |
| 3M | -0.4% | +10.8% | -11.2% | -7.7% |
| 6M | +25.8% | +14.4% | +11.5% | +14.9% |
| YTD | +96.4% | +8.7% | +87.8% | +85.9% |
| 1Y | +229.2% | +6.7% | +222.5% | +215.6% |
| 3Y | +288.1% | +87.4% | +200.7% | +146.9% |
| All | +288.1% | +89.0% | +199.1% | +146.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling