+14.4%
ARKK vs A
+27.7%
-13.3%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.7% | -2.0% | -0.3% |
| 7D | -3.1% | -2.6% | -0.5% | -2.2% |
| 30D | +2.7% | -0.9% | +3.6% | +3.3% |
| 3M | +10.8% | +13.6% | -2.9% | +6.6% |
| 6M | +14.4% | +27.8% | -13.5% | +4.3% |
| All | +14.4% | +27.7% | -13.3% | +4.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling