+1,997.2%
TER vs ARKK
+367.9%
+1,629.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.1% | +6.5% | +6.2% |
| 7D | +0.6% | +1.9% | -1.3% | -0.8% |
| 30D | -8.3% | +13.2% | -21.5% | -16.0% |
| 3M | -12.2% | +7.7% | -19.9% | -15.9% |
| 6M | +17.1% | +15.1% | +2.0% | +8.0% |
| YTD | +84.7% | +12.1% | +72.6% | +73.3% |
| 1Y | +199.9% | +14.9% | +185.0% | +176.8% |
| 3Y | +232.8% | +99.3% | +133.5% | +109.3% |
| 5Y | +198.6% | -29.9% | +228.5% | +247.0% |
| 10Y | +1,669.7% | +351.6% | +1,318.1% | +433.7% |
| All | +1,997.2% | +367.9% | +1,629.3% | +510.0% |
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