+46.4%
UBER vs ARKK
+89.0%
-42.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.9% | -1.5% |
| 7D | -5.4% | -3.1% | -2.3% | -4.1% |
| 30D | -4.9% | +2.7% | -7.6% | -6.3% |
| 3M | +3.0% | +10.8% | -7.7% | -2.2% |
| 6M | -4.4% | +14.4% | -18.8% | -11.0% |
| YTD | -12.3% | +8.7% | -20.9% | -16.9% |
| 1Y | -24.3% | +6.7% | -31.0% | -28.1% |
| 3Y | +46.4% | +87.4% | -41.0% | +1.9% |
| All | +46.4% | +89.0% | -42.6% | +1.9% |
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 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