+351.6%
ARKK vs AGI
+421.6%
-70.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.3% | +1.5% | -1.5% |
| 7D | -4.7% | -5.3% | +0.6% | -4.2% |
| 30D | +3.1% | +6.8% | -3.7% | +2.4% |
| 3M | +13.8% | +8.3% | +5.5% | +12.8% |
| 6M | +14.0% | -29.2% | +43.2% | +17.0% |
| YTD | +8.0% | -7.3% | +15.2% | +8.3% |
| 1Y | +9.9% | +8.0% | +1.9% | +8.9% |
| 3Y | +90.2% | +206.6% | -116.4% | +74.0% |
| 5Y | -29.9% | +398.1% | -428.0% | -37.7% |
| 10Y | +329.1% | +384.0% | -54.8% | +284.5% |
| All | +351.6% | +421.6% | -70.0% | +301.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 all: compounded portfolio wealth divided by compounded AGI 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…
all analysis · Full analysis span regression · 6 months rolling