+33.9%
USB vs ARKK
-6.7%
+40.6%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.0% | +2.8% | +1.1% |
| 7D | +2.6% | -0.6% | +3.2% | +2.7% |
| 30D | +8.4% | -11.2% | +19.6% | +10.1% |
| 3M | -5.5% | -9.2% | +3.7% | -4.5% |
| 6M | +17.7% | -3.9% | +21.6% | +17.3% |
| YTD | +17.6% | -2.5% | +20.1% | +15.7% |
| 1Y | +33.9% | -2.7% | +36.6% | +31.7% |
| All | +33.9% | -6.7% | +40.6% | +31.7% |
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