+1,711.4%
UMC vs ARKK
+353.6%
+1,357.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.6% | +1.7% | +2.1% |
| 7D | +9.0% | -3.1% | +12.1% | +10.4% |
| 30D | +17.2% | +2.7% | +14.5% | +15.5% |
| 3M | +11.4% | +10.8% | +0.6% | +6.8% |
| 6M | +137.5% | +14.4% | +123.1% | +124.7% |
| YTD | +193.1% | +8.7% | +184.4% | +181.0% |
| 1Y | +240.3% | +6.7% | +233.6% | +227.0% |
| 3Y | +262.2% | +87.4% | +174.8% | +161.8% |
| 5Y | +143.1% | -29.5% | +172.6% | +145.4% |
| 10Y | +1,853.0% | +331.8% | +1,521.2% | +890.4% |
| All | +1,711.4% | +353.6% | +1,357.9% | +796.4% |
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