+359.8%
ARKK vs AEIS
+1,395.1%
-1,035.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.2% |
| 7D | +1.4% | +6.5% | -5.1% | -1.7% |
| 30D | +5.1% | -9.2% | +14.3% | +9.3% |
| 3M | +12.7% | -8.3% | +21.1% | +12.6% |
| 6M | +13.8% | -6.3% | +20.2% | +9.6% |
| YTD | +9.9% | +36.5% | -26.6% | -14.9% |
| 1Y | +10.4% | +84.8% | -74.4% | -28.3% |
| 3Y | +93.6% | +176.6% | -83.0% | -1.0% |
| 5Y | -29.4% | +237.1% | -266.5% | -66.8% |
| 10Y | +336.9% | +554.7% | -217.8% | +42.5% |
| All | +359.8% | +1,395.1% | -1,035.3% | +26.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling