+331.8%
ARKK vs AEM
+378.0%
-46.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.2% | +0.2% |
| 7D | -3.1% | -2.1% | -0.9% | -2.6% |
| 30D | +2.7% | +8.4% | -5.7% | +1.0% |
| 3M | +10.8% | +27.3% | -16.5% | +5.4% |
| 6M | +14.4% | -9.7% | +24.0% | +15.8% |
| YTD | +8.7% | +19.0% | -10.3% | +4.5% |
| 1Y | +6.7% | +31.5% | -24.7% | +0.7% |
| 3Y | +87.4% | +338.7% | -251.3% | +41.1% |
| 5Y | -29.5% | +307.4% | -336.9% | -47.2% |
| All | +331.8% | +378.0% | -46.2% | +216.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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