+368.9%
TJX vs ARKK
+353.6%
+15.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.5% |
| 7D | -4.6% | -3.1% | -1.5% | -3.9% |
| 30D | -17.2% | +2.7% | -19.9% | -17.9% |
| 3M | -24.9% | +10.8% | -35.7% | -27.3% |
| 6M | -19.7% | +14.4% | -34.0% | -23.3% |
| YTD | -17.2% | +8.7% | -25.9% | -20.3% |
| 1Y | -9.4% | +6.7% | -16.2% | -13.1% |
| 3Y | +43.1% | +87.4% | -44.3% | +12.2% |
| 5Y | +96.7% | -29.5% | +126.2% | +99.8% |
| 10Y | +287.7% | +331.8% | -44.1% | +82.1% |
| All | +368.9% | +353.6% | +15.4% | +111.2% |
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