-44.8%
ACHR vs ARKK
-31.5%
-13.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -1.8% | -3.9% | -4.0% |
| 7D | -2.7% | +1.4% | -4.1% | -3.9% |
| 30D | -12.1% | +5.1% | -17.3% | -16.3% |
| 3M | +3.4% | +12.7% | -9.4% | -6.5% |
| 6M | -15.6% | +13.8% | -29.5% | -23.5% |
| YTD | -26.9% | +9.9% | -36.8% | -31.1% |
| 1Y | -34.8% | +10.4% | -45.2% | -37.5% |
| 3Y | -19.2% | +93.6% | -112.8% | -46.9% |
| 5Y | -43.8% | -29.4% | -14.4% | -43.7% |
| All | -44.8% | -31.5% | -13.3% | -42.2% |
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