+32.6%
UNP vs ARKK
+15.4%
+17.2%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.2% | +0.2% |
| 7D | -5.3% | +1.9% | -7.3% | -5.3% |
| 30D | -1.5% | +13.2% | -14.7% | -1.3% |
| 3M | +10.3% | +7.7% | +2.6% | +10.5% |
| 6M | +9.7% | +15.1% | -5.4% | +9.1% |
| YTD | +27.1% | +12.1% | +15.0% | +27.0% |
| 1Y | +32.6% | +14.9% | +17.6% | +34.7% |
| All | +32.6% | +15.4% | +17.2% | +34.7% |
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