+41.9%
TMUS vs ARKK
-29.1%
+71.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.8% | -0.6% | -2.3% |
| 7D | -5.3% | +1.4% | -6.7% | -5.4% |
| 30D | +0.1% | +5.1% | -5.0% | -0.3% |
| 3M | -0.6% | +12.7% | -13.4% | -1.7% |
| 6M | -17.5% | +13.8% | -31.4% | -18.7% |
| YTD | -11.3% | +9.9% | -21.2% | -12.3% |
| 1Y | -25.4% | +10.4% | -35.8% | -26.6% |
| 3Y | +35.5% | +93.6% | -58.1% | +21.3% |
| 5Y | +41.9% | -29.4% | +71.3% | +37.0% |
| All | +41.9% | -29.1% | +71.0% | +37.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling