-59.2%
ZTS vs ARKK
+87.8%
-147.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.3% |
| 7D | -4.5% | -4.7% | +0.2% | -3.7% |
| 30D | -3.3% | +3.1% | -6.4% | -3.9% |
| 3M | -9.7% | +13.8% | -23.5% | -12.4% |
| 6M | -38.8% | +14.0% | -52.8% | -40.7% |
| YTD | -41.2% | +8.0% | -49.2% | -42.5% |
| 1Y | -50.3% | +9.9% | -60.2% | -51.7% |
| All | -59.2% | +87.8% | -147.0% | -67.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling