+331.8%
ARKK vs AEIS
+562.2%
-230.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.9% | -4.3% | -1.9% |
| 7D | -3.1% | +2.3% | -5.3% | -4.3% |
| 30D | +2.7% | -14.8% | +17.5% | +10.5% |
| 3M | +10.8% | -15.6% | +26.3% | +15.6% |
| 6M | +14.4% | -8.7% | +23.1% | +11.3% |
| YTD | +8.7% | +37.3% | -28.7% | -17.4% |
| 1Y | +6.7% | +80.3% | -73.6% | -31.3% |
| 3Y | +87.4% | +177.9% | -90.5% | -8.0% |
| 5Y | -29.5% | +235.8% | -265.3% | -68.3% |
| All | +331.8% | +562.2% | -230.4% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 10y: compounded portfolio wealth divided by compounded AEIS 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…
10y analysis · Full analysis span regression · 6 months rolling