+228.4%
UNH vs ARKK
+331.8%
-103.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.6% | -3.0% | -2.5% |
| 7D | -4.5% | -3.1% | -1.5% | -4.0% |
| 30D | -6.5% | +2.7% | -9.2% | -7.1% |
| 3M | -6.0% | +10.8% | -16.8% | -8.0% |
| 6M | +33.7% | +14.4% | +19.3% | +29.6% |
| YTD | +16.4% | +8.7% | +7.7% | +13.7% |
| 1Y | +10.1% | +6.7% | +3.3% | +7.6% |
| 3Y | -16.3% | +87.4% | -103.7% | -28.7% |
| 5Y | +2.1% | -29.5% | +31.6% | +9.9% |
| All | +228.4% | +331.8% | -103.4% | +53.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling