-3.7%
ARKK vs AFRM
+8.5%
-12.3%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.0% | -5.0% | -1.8% |
| 7D | -6.7% | +3.1% | -9.8% | -7.7% |
| 30D | -13.4% | +1.1% | -14.5% | -14.0% |
| 3M | +4.7% | -3.2% | +7.9% | +5.0% |
| 6M | +2.7% | +12.7% | -10.0% | -3.0% |
| YTD | +4.5% | +1.6% | +2.9% | -2.0% |
| 1Y | -3.7% | +5.9% | -9.6% | -11.2% |
| All | -3.7% | +8.5% | -12.3% | -11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 1y: compounded portfolio wealth divided by compounded AFRM 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…
1y analysis · Full analysis span regression · 6 months rolling