+78.9%
UBER vs ARKK
-29.6%
+108.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.9% | -1.6% |
| 7D | -5.4% | -3.1% | -2.3% | -3.8% |
| 30D | -4.9% | +2.7% | -7.6% | -6.8% |
| 3M | +3.0% | +10.8% | -7.7% | -3.7% |
| 6M | -4.4% | +14.4% | -18.8% | -12.9% |
| YTD | -12.3% | +8.7% | -20.9% | -18.4% |
| 1Y | -24.3% | +6.7% | -31.0% | -29.5% |
| 3Y | +46.4% | +87.4% | -41.0% | -10.2% |
| All | +78.9% | -29.6% | +108.5% | +101.0% |
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