-35.1%
ARKK vs ACGL
+173.3%
-208.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.0% |
| 7D | -0.6% | +2.2% | -2.8% | -1.0% |
| 30D | -11.2% | +12.3% | -23.5% | -13.2% |
| 3M | -9.2% | +11.8% | -21.0% | -11.2% |
| 6M | -3.9% | +17.5% | -21.4% | -7.4% |
| YTD | -2.5% | +14.3% | -16.8% | -5.9% |
| 1Y | -2.7% | +18.2% | -20.9% | -7.0% |
| 3Y | +87.9% | +33.2% | +54.7% | +70.1% |
| All | -35.1% | +173.3% | -208.4% | -60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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