+331.8%
ARKK vs AA
+122.9%
+208.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.7% |
| 7D | -3.1% | -3.4% | +0.4% | -2.1% |
| 30D | +2.7% | -5.8% | +8.5% | +4.5% |
| 3M | +10.8% | -29.9% | +40.7% | +22.3% |
| 6M | +14.4% | -27.0% | +41.4% | +23.2% |
| YTD | +8.7% | -8.7% | +17.4% | +8.5% |
| 1Y | +6.7% | +50.6% | -43.9% | -9.3% |
| 3Y | +87.4% | +74.1% | +13.3% | +46.3% |
| 5Y | -29.5% | +2.6% | -32.1% | -39.5% |
| All | +331.8% | +122.9% | +208.9% | +157.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 10y: compounded portfolio wealth divided by compounded AA 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…
10y analysis · Full analysis span regression · 6 months rolling