-44.4%
TOST vs ARKK
-31.5%
-12.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.7% | -4.4% | -3.2% |
| 7D | +4.0% | 0.0% | +4.0% | +3.2% |
| 30D | +11.1% | -11.9% | +22.9% | +20.5% |
| 3M | +0.8% | -0.6% | +1.4% | -1.6% |
| 6M | +38.8% | -0.2% | +39.0% | +33.1% |
| YTD | -2.1% | +2.7% | -4.8% | -9.5% |
| 1Y | -6.0% | -2.2% | -3.8% | -10.1% |
| 3Y | +149.8% | +102.0% | +47.7% | +17.6% |
| 5Y | -42.8% | -33.4% | -9.4% | -7.3% |
| All | -44.4% | -31.5% | -12.9% | -13.6% |
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