-32.2%
AAL vs ARKK
-31.2%
-1.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | +0.3% |
| 7D | -0.9% | -4.7% | +3.8% | +1.7% |
| 30D | -16.0% | +3.1% | -19.0% | -17.7% |
| 3M | -4.2% | +13.8% | -18.0% | -11.3% |
| 6M | +15.7% | +14.0% | +1.7% | +6.6% |
| YTD | -16.2% | +8.0% | -24.2% | -20.8% |
| 1Y | +0.2% | +9.9% | -9.7% | -6.7% |
| 3Y | -8.1% | +90.2% | -98.2% | -37.8% |
| 5Y | -32.2% | -29.9% | -2.3% | -40.0% |
| All | -32.2% | -31.2% | -1.0% | -40.0% |
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