+6.7%
ARKK vs AA
+56.9%
-50.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | -3.1% | -3.4% | +0.4% | -2.1% |
| 30D | +2.7% | -5.8% | +8.5% | +4.4% |
| 3M | +10.8% | -29.9% | +40.7% | +20.8% |
| 6M | +14.4% | -27.0% | +41.4% | +21.7% |
| YTD | +8.7% | -8.7% | +17.4% | +5.2% |
| 1Y | +6.7% | +50.6% | -43.9% | -12.5% |
| All | +6.7% | +56.9% | -50.1% | -12.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling