-67.0%
AAL vs ARKK
+367.1%
-434.2%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.6% |
| 7D | -0.3% | +3.6% | -3.9% | -2.3% |
| 30D | -19.0% | +8.4% | -27.4% | -22.8% |
| 3M | -5.1% | +13.4% | -18.5% | -11.8% |
| 6M | +15.5% | +18.9% | -3.4% | +4.1% |
| YTD | -15.8% | +11.9% | -27.7% | -21.9% |
| 1Y | -0.3% | +13.1% | -13.4% | -8.5% |
| 3Y | -7.7% | +97.1% | -104.7% | -38.7% |
| 5Y | -32.5% | -27.8% | -4.7% | -30.5% |
| 10Y | -66.0% | +338.5% | -404.4% | -90.6% |
| All | -67.0% | +367.1% | -434.2% | -91.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling