+86.2%
ARKK vs AFRM
+194.5%
-108.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.5% | -1.7% |
| 7D | -4.7% | -8.5% | +3.8% | -1.9% |
| 30D | +3.1% | -11.4% | +14.4% | +6.9% |
| 3M | +13.8% | +8.2% | +5.5% | +10.1% |
| 6M | +14.0% | +36.6% | -22.7% | +1.6% |
| YTD | +8.0% | -8.7% | +16.6% | +8.6% |
| 1Y | +9.9% | -19.9% | +29.8% | +13.9% |
| All | +86.2% | +194.5% | -108.2% | +12.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling