-29.9%
ARKK vs A
-16.6%
-13.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.6% | -1.0% |
| 7D | -4.7% | -4.6% | -0.1% | -1.5% |
| 30D | +3.1% | -4.3% | +7.3% | +6.3% |
| 3M | +13.8% | +8.9% | +4.8% | +6.4% |
| 6M | +14.0% | +24.5% | -10.6% | -5.1% |
| YTD | +8.0% | +5.8% | +2.2% | +1.5% |
| 1Y | +9.9% | +16.2% | -6.3% | -4.9% |
| 3Y | +90.2% | +28.5% | +61.7% | +40.7% |
| 5Y | -29.9% | -16.3% | -13.6% | -25.0% |
| All | -29.9% | -16.6% | -13.3% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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