-35.7%
U vs ARKK
-4.6%
-31.1%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.6% | +3.9% | +3.8% |
| 7D | +5.5% | -3.1% | +8.6% | +9.3% |
| 30D | -1.3% | +2.7% | -4.0% | -5.5% |
| 3M | +64.6% | +10.8% | +53.8% | +43.9% |
| 6M | +119.4% | +14.4% | +105.0% | +81.7% |
| YTD | -0.5% | +8.7% | -9.1% | -10.8% |
| 1Y | +1.3% | +6.7% | -5.5% | -8.0% |
| 3Y | +15.6% | +87.4% | -71.8% | -49.7% |
| 5Y | -67.5% | -29.5% | -38.0% | -54.3% |
| All | -35.7% | -4.6% | -31.1% | -48.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling