+261.1%
TGT vs ARKK
+350.7%
-89.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.6% | -0.7% |
| 7D | -5.0% | -4.7% | -0.4% | -3.8% |
| 30D | +3.0% | +3.1% | 0.0% | +2.1% |
| 3M | +22.6% | +13.8% | +8.9% | +17.6% |
| 6M | +31.2% | +14.0% | +17.2% | +25.0% |
| YTD | +63.7% | +8.0% | +55.7% | +57.7% |
| 1Y | +78.5% | +9.9% | +68.6% | +70.2% |
| 3Y | +40.5% | +90.2% | -49.6% | +10.9% |
| 5Y | -25.6% | -29.9% | +4.3% | -28.7% |
| 10Y | +204.7% | +329.1% | -124.4% | +73.6% |
| All | +261.1% | +350.7% | -89.7% | +100.9% |
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 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