-62.3%
ZTS vs ARKK
-29.6%
-32.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.5% | 0.0% |
| 7D | -3.7% | -3.1% | -0.7% | -3.1% |
| 30D | -0.8% | +2.7% | -3.5% | -1.5% |
| 3M | -9.7% | +10.8% | -20.5% | -12.3% |
| 6M | -38.4% | +14.4% | -52.8% | -40.8% |
| YTD | -41.1% | +8.7% | -49.8% | -42.9% |
| 1Y | -50.6% | +6.7% | -57.4% | -52.0% |
| 3Y | -59.1% | +87.4% | -146.5% | -66.9% |
| All | -62.3% | -29.6% | -32.7% | -65.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling