-29.9%
ARKK vs AG
+64.4%
-94.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.9% | +3.1% | -0.7% |
| 7D | -4.7% | -5.8% | +1.1% | -3.4% |
| 30D | +3.1% | +6.4% | -3.3% | +1.4% |
| 3M | +13.8% | +28.4% | -14.6% | +6.9% |
| 6M | +14.0% | -24.5% | +38.4% | +19.1% |
| YTD | +8.0% | +21.2% | -13.2% | +0.4% |
| 1Y | +9.9% | +114.1% | -104.2% | -11.2% |
| 3Y | +90.2% | +268.0% | -177.9% | +23.8% |
| 5Y | -29.9% | +67.3% | -97.2% | -46.1% |
| All | -29.9% | +64.4% | -94.3% | -46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 5y: compounded portfolio wealth divided by compounded AG 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…
5y analysis · Full analysis span regression · 6 months rolling