+87.4%
ARKK vs AEIS
+173.7%
-86.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.9% | -4.3% | -1.6% |
| 7D | -3.1% | +2.3% | -5.3% | -4.2% |
| 30D | +2.7% | -14.8% | +17.5% | +9.8% |
| 3M | +10.8% | -15.6% | +26.3% | +15.2% |
| 6M | +14.4% | -8.7% | +23.1% | +10.6% |
| YTD | +8.7% | +37.3% | -28.7% | -19.7% |
| 1Y | +6.7% | +80.3% | -73.6% | -34.9% |
| 3Y | +87.4% | +177.9% | -90.5% | -20.7% |
| All | +87.4% | +173.7% | -86.3% | -20.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling