+351.6%
ARKK vs AEE
+254.8%
+96.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.5% |
| 7D | -4.7% | -0.7% | -4.0% | -4.5% |
| 30D | +3.1% | -2.0% | +5.0% | +3.5% |
| 3M | +13.8% | -2.8% | +16.6% | +14.3% |
| 6M | +14.0% | -3.6% | +17.5% | +14.4% |
| YTD | +8.0% | +7.3% | +0.7% | +5.0% |
| 1Y | +9.9% | +8.7% | +1.2% | +6.4% |
| 3Y | +90.2% | +46.0% | +44.1% | +67.0% |
| 5Y | -29.9% | +39.8% | -69.7% | -38.0% |
| 10Y | +329.1% | +191.4% | +137.7% | +230.6% |
| All | +351.6% | +254.8% | +96.8% | +236.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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