-37.5%
U vs ARKK
-1.7%
-35.7%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.8% |
| 7D | +4.5% | +3.6% | +0.9% | +0.3% |
| 30D | -0.6% | +8.4% | -9.0% | -10.4% |
| 3M | +48.4% | +13.4% | +35.0% | +26.3% |
| 6M | +115.4% | +18.9% | +96.5% | +70.9% |
| YTD | -3.2% | +11.9% | -15.1% | -16.1% |
| 1Y | -6.0% | +13.1% | -19.1% | -20.1% |
| 3Y | +13.5% | +97.1% | -83.6% | -53.5% |
| 5Y | -68.0% | -27.8% | -40.2% | -56.3% |
| All | -37.5% | -1.7% | -35.7% | -51.8% |
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