-35.1%
ARKK vs AG
0.0%
-35.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.5% | -1.4% |
| 7D | -0.6% | -10.0% | +9.3% | +1.9% |
| 30D | -11.2% | -10.5% | -0.7% | -8.9% |
| 3M | -9.2% | -27.3% | +18.1% | -2.6% |
| 6M | -3.9% | -43.0% | +39.1% | +7.8% |
| YTD | -2.5% | -17.9% | +15.4% | -1.1% |
| 1Y | -2.7% | +11.9% | -14.6% | -8.3% |
| 3Y | +87.9% | +201.8% | -113.9% | +28.4% |
| All | -35.1% | 0.0% | -35.1% | -36.1% |
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