+616.5%
TXN vs ARKK
+350.7%
+265.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.7% | -0.3% |
| 7D | +2.0% | -4.7% | +6.6% | +4.0% |
| 30D | -8.0% | +3.1% | -11.0% | -9.4% |
| 3M | -7.8% | +13.8% | -21.5% | -12.9% |
| 6M | +32.4% | +14.0% | +18.5% | +24.1% |
| YTD | +51.7% | +8.0% | +43.7% | +44.4% |
| 1Y | +44.3% | +9.9% | +34.4% | +35.4% |
| 3Y | +71.3% | +90.2% | -18.9% | +21.2% |
| 5Y | +56.4% | -29.9% | +86.3% | +64.1% |
| 10Y | +410.2% | +329.1% | +81.1% | +80.6% |
| All | +616.5% | +350.7% | +265.7% | +145.9% |
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