+331.8%
ARKK vs AFL
+303.3%
+28.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.3% |
| 7D | -3.1% | -1.6% | -1.4% | -2.4% |
| 30D | +2.7% | -4.0% | +6.7% | +4.4% |
| 3M | +10.8% | -0.5% | +11.3% | +10.2% |
| 6M | +14.4% | +6.5% | +7.9% | +9.8% |
| YTD | +8.7% | +6.2% | +2.5% | +4.1% |
| 1Y | +6.7% | +8.3% | -1.5% | +0.9% |
| 3Y | +87.4% | +62.5% | +24.9% | +44.0% |
| 5Y | -29.5% | +136.2% | -165.6% | -54.8% |
| All | +331.8% | +303.3% | +28.5% | +121.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 AFL 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