-5.6%
TLT vs ARKK
-5.7%
+0.1%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | +1.0% | -6.7% | +7.6% | +1.4% |
| 30D | +6.0% | -13.4% | +19.4% | +7.0% |
| 3M | -0.9% | +4.7% | -5.6% | -1.5% |
| 6M | -2.3% | +2.7% | -5.0% | -2.9% |
| YTD | -3.3% | +4.5% | -7.8% | -3.8% |
| 1Y | -5.6% | -3.7% | -1.9% | -5.9% |
| All | -5.6% | -5.7% | +0.1% | -5.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling