-66.5%
U vs ARKK
-29.6%
-36.9%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +43.5% |
| 6M | +119.4% | +14.4% | +105.0% | +81.0% |
| YTD | -0.5% | +8.7% | -9.1% | -11.0% |
| 1Y | +1.3% | +6.7% | -5.5% | -8.2% |
| 3Y | +15.6% | +87.4% | -71.8% | -51.2% |
| All | -66.5% | -29.6% | -36.9% | -54.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling