+0.5%
AAL vs ARKK
+10.0%
-9.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.6% | +0.9% |
| 7D | -0.9% | -3.1% | +2.1% | +0.8% |
| 30D | -12.9% | +2.7% | -15.6% | -14.4% |
| 3M | -11.2% | +10.8% | -22.0% | -16.8% |
| 6M | +17.8% | +14.4% | +3.5% | +6.9% |
| YTD | -15.1% | +8.7% | -23.8% | -21.4% |
| 1Y | +0.5% | +6.7% | -6.3% | -6.3% |
| All | +0.5% | +10.0% | -9.6% | -6.3% |
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 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