+52.1%
TMUS vs ARKK
-34.0%
+86.1%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.9% | -0.5% |
| 7D | +6.5% | +4.6% | +1.9% | +6.2% |
| 30D | +11.3% | -12.2% | +23.5% | +12.0% |
| 3M | -2.9% | -6.0% | +3.1% | -2.9% |
| 6M | -10.5% | -2.2% | -8.3% | -10.9% |
| YTD | -14.4% | -0.5% | -13.9% | -15.1% |
| 1Y | -17.9% | -6.0% | -11.9% | -18.2% |
| 3Y | +21.9% | +92.5% | -70.7% | +8.2% |
| 5Y | +52.1% | -34.4% | +86.5% | +45.0% |
| All | +52.1% | -34.0% | +86.1% | +45.0% |
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