+36.5%
USB vs ARKK
-5.7%
+42.2%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.9% |
| 7D | +2.4% | -6.7% | +9.1% | +3.4% |
| 30D | +6.6% | -13.4% | +19.9% | +8.7% |
| 3M | -4.1% | +4.7% | -8.8% | -5.3% |
| 6M | +12.5% | +2.7% | +9.7% | +11.1% |
| YTD | +17.6% | +4.5% | +13.2% | +14.8% |
| 1Y | +36.5% | -3.7% | +40.3% | +35.7% |
| All | +36.5% | -5.7% | +42.2% | +35.7% |
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