+2,522.8%
TSM vs ARKK
+367.9%
+2,154.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.1% | +3.9% | +3.3% |
| 7D | +2.7% | +1.9% | +0.8% | +1.7% |
| 30D | +3.6% | +13.2% | -9.6% | -2.4% |
| 3M | -3.4% | +7.7% | -11.1% | -6.6% |
| 6M | +20.6% | +15.1% | +5.5% | +13.0% |
| YTD | +41.9% | +12.1% | +29.8% | +34.0% |
| 1Y | +84.4% | +14.9% | +69.4% | +71.6% |
| 3Y | +380.2% | +99.3% | +280.9% | +239.2% |
| 5Y | +275.3% | -29.9% | +305.2% | +298.5% |
| 10Y | +1,751.4% | +351.6% | +1,399.8% | +637.3% |
| All | +2,522.8% | +367.9% | +2,154.9% | +938.5% |
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