-29.9%
ARKK vs AA
+5.3%
-35.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.8% | +3.0% | -0.1% |
| 7D | -4.7% | -5.4% | +0.7% | -2.9% |
| 30D | +3.1% | -10.7% | +13.7% | +7.0% |
| 3M | +13.8% | -26.2% | +39.9% | +25.2% |
| 6M | +14.0% | -20.9% | +34.9% | +20.2% |
| YTD | +8.0% | -8.6% | +16.6% | +7.2% |
| 1Y | +9.9% | +57.4% | -47.5% | -11.6% |
| 3Y | +90.2% | +77.8% | +12.3% | +37.9% |
| 5Y | -29.9% | +2.7% | -32.6% | -40.9% |
| All | -29.9% | +5.3% | -35.2% | -40.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling