+51.5%
ARKK vs ADVB
-97.4%
+148.9%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.5% | +1.1% | +4.6% |
| 7D | 0.0% | -1.2% | +1.2% | 0.0% |
| 30D | -11.9% | -61.4% | +49.5% | -11.7% |
| 3M | -0.6% | -67.8% | +67.3% | -0.5% |
| 6M | -0.2% | -66.9% | +66.7% | -1.6% |
| YTD | +2.7% | -64.9% | +67.6% | -0.1% |
| 1Y | -2.2% | -74.8% | +72.6% | -3.5% |
| All | +51.5% | -97.4% | +148.9% | +95.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 3y: compounded portfolio wealth divided by compounded ADVB 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…
3y analysis · Full analysis span regression · 6 months rolling