+368.0%
ARKK vs AA
+41.6%
+326.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.5% | -3.7% | -1.2% |
| 7D | +3.6% | +1.7% | +2.0% | +3.1% |
| 30D | +8.4% | +3.3% | +5.0% | +7.1% |
| 3M | +13.4% | -29.4% | +42.9% | +24.5% |
| 6M | +18.9% | -12.8% | +31.7% | +21.1% |
| YTD | +11.9% | -2.1% | +14.0% | +9.6% |
| 1Y | +13.1% | +62.8% | -49.7% | -5.4% |
| 3Y | +97.1% | +90.5% | +6.6% | +51.8% |
| 5Y | -27.8% | +19.1% | -46.8% | -39.9% |
| 10Y | +338.5% | +124.8% | +213.7% | +162.3% |
| All | +368.0% | +41.6% | +326.5% | +199.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling