+2,085.5%
TER vs ARKK
+367.1%
+1,718.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.2% | +4.4% | +4.3% |
| 7D | +11.0% | +3.6% | +7.3% | +8.2% |
| 30D | -1.9% | +8.4% | -10.2% | -7.4% |
| 3M | -0.7% | +13.4% | -14.1% | -8.3% |
| 6M | +36.4% | +18.9% | +17.5% | +23.1% |
| YTD | +92.4% | +11.9% | +80.5% | +80.8% |
| 1Y | +213.5% | +13.1% | +200.5% | +192.4% |
| 3Y | +277.2% | +97.1% | +180.2% | +138.9% |
| 5Y | +219.1% | -27.8% | +246.9% | +262.6% |
| 10Y | +1,744.2% | +338.5% | +1,405.8% | +466.3% |
| All | +2,085.5% | +367.1% | +1,718.3% | +536.3% |
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