+72.4%
UBER vs ARKK
+89.2%
-16.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.9% | -1.6% |
| 7D | -5.4% | -3.1% | -2.3% | -3.6% |
| 30D | -4.9% | +2.7% | -7.6% | -7.0% |
| 3M | +3.0% | +10.8% | -7.7% | -4.6% |
| 6M | -4.4% | +14.4% | -18.8% | -14.0% |
| YTD | -12.3% | +8.7% | -20.9% | -19.4% |
| 1Y | -24.3% | +6.7% | -31.0% | -30.3% |
| 3Y | +46.4% | +87.4% | -41.0% | -15.8% |
| 5Y | +79.7% | -29.5% | +109.1% | +105.1% |
| All | +72.4% | +89.2% | -16.8% | -39.8% |
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