+76.5%
TXN vs ARKK
+89.0%
-12.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.6% | +3.2% | +3.6% |
| 7D | +4.0% | -3.1% | +7.0% | +5.3% |
| 30D | -2.9% | +2.7% | -5.6% | -4.1% |
| 3M | -9.1% | +10.8% | -19.9% | -13.0% |
| 6M | +36.6% | +14.4% | +22.2% | +28.1% |
| YTD | +57.5% | +8.7% | +48.8% | +50.0% |
| 1Y | +49.5% | +6.7% | +42.8% | +42.6% |
| 3Y | +76.5% | +87.4% | -10.9% | +20.7% |
| All | +76.5% | +89.0% | -12.5% | +20.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling