+223.2%
UNP vs ARKK
+367.1%
-144.0%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | -0.7% | +3.6% | -4.4% | -1.6% |
| 30D | -1.1% | +8.4% | -9.5% | -3.1% |
| 3M | +7.9% | +13.4% | -5.6% | +4.1% |
| 6M | +14.6% | +18.9% | -4.3% | +8.6% |
| YTD | +26.6% | +11.9% | +14.7% | +21.4% |
| 1Y | +35.6% | +13.1% | +22.5% | +28.8% |
| 3Y | +45.5% | +97.1% | -51.6% | +15.3% |
| 5Y | +50.0% | -27.8% | +77.8% | +53.3% |
| 10Y | +271.8% | +338.5% | -66.6% | +51.7% |
| All | +223.2% | +367.1% | -144.0% | +23.9% |
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