+211.9%
TER vs ARKK
-31.2%
+243.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.8% | -1.7% | -2.4% |
| 7D | +9.4% | -4.7% | +14.1% | +12.5% |
| 30D | -2.4% | +3.1% | -5.5% | -4.6% |
| 3M | +6.5% | +13.8% | -7.2% | -1.2% |
| 6M | +23.2% | +14.0% | +9.2% | +15.1% |
| YTD | +91.5% | +8.0% | +83.5% | +84.8% |
| 1Y | +214.8% | +9.9% | +204.9% | +201.2% |
| 3Y | +275.3% | +90.2% | +185.2% | +160.1% |
| 5Y | +211.9% | -29.9% | +241.8% | +232.9% |
| All | +211.9% | -31.2% | +243.1% | +232.9% |
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 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