-5.5%
TOST vs ARKK
-6.7%
+1.2%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.0% | +5.4% | +4.1% |
| 7D | 0.0% | -0.6% | +0.7% | +0.1% |
| 30D | +16.2% | -11.2% | +27.4% | +20.5% |
| 3M | -1.5% | -9.2% | +7.7% | +0.6% |
| 6M | +55.3% | -3.9% | +59.2% | +53.7% |
| YTD | -2.3% | -2.5% | +0.2% | -4.9% |
| 1Y | -5.5% | -2.7% | -2.8% | -8.3% |
| All | -5.5% | -6.7% | +1.2% | -8.3% |
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