-29.9%
ARKK vs ACI
-44.6%
+14.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.5% | -1.7% |
| 7D | -4.7% | -7.1% | +2.4% | -4.3% |
| 30D | +3.1% | -4.5% | +7.5% | +3.3% |
| 3M | +13.8% | -22.3% | +36.0% | +15.3% |
| 6M | +14.0% | -28.4% | +42.4% | +16.0% |
| YTD | +8.0% | -29.5% | +37.5% | +9.9% |
| 1Y | +9.9% | -34.2% | +44.2% | +12.6% |
| 3Y | +90.2% | -45.7% | +135.8% | +97.9% |
| 5Y | -29.9% | -40.8% | +10.9% | -29.4% |
| All | -29.9% | -44.6% | +14.7% | -29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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