-64.8%
AAL vs ARKK
+331.8%
-396.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.6% | +0.9% |
| 7D | -0.9% | -3.1% | +2.1% | +0.7% |
| 30D | -12.9% | +2.7% | -15.6% | -14.4% |
| 3M | -11.2% | +10.8% | -22.0% | -16.4% |
| 6M | +17.8% | +14.4% | +3.5% | +8.6% |
| YTD | -15.1% | +8.7% | -23.8% | -19.9% |
| 1Y | +0.5% | +6.7% | -6.3% | -4.7% |
| 3Y | -7.7% | +87.4% | -95.1% | -36.4% |
| 5Y | -31.3% | -29.5% | -1.9% | -29.3% |
| All | -64.8% | +331.8% | -396.6% | -88.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling