+27.0%
UNH vs ARKK
-5.7%
+32.7%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.2% | +1.2% |
| 7D | +0.6% | -6.7% | +7.2% | +1.5% |
| 30D | +8.1% | -13.4% | +21.5% | +10.3% |
| 3M | +1.1% | +4.7% | -3.6% | -0.1% |
| 6M | +11.7% | +2.7% | +9.0% | +10.3% |
| YTD | +26.5% | +4.5% | +22.0% | +22.0% |
| 1Y | +27.0% | -3.7% | +30.8% | +24.6% |
| All | +27.0% | -5.7% | +32.7% | +24.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling