+331.8%
ARKK vs AIG
+66.2%
+265.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.5% |
| 7D | -3.1% | -1.2% | -1.9% | -2.6% |
| 30D | +2.7% | -1.1% | +3.8% | +3.1% |
| 3M | +10.8% | +0.7% | +10.1% | +9.9% |
| 6M | +14.4% | -2.2% | +16.6% | +14.5% |
| YTD | +8.7% | -10.8% | +19.5% | +12.4% |
| 1Y | +6.7% | -2.0% | +8.8% | +5.5% |
| 3Y | +87.4% | +34.8% | +52.6% | +61.1% |
| 5Y | -29.5% | +55.0% | -84.5% | -42.8% |
| All | +331.8% | +66.2% | +265.6% | +187.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 10y: compounded portfolio wealth divided by compounded AIG 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…
10y analysis · Full analysis span regression · 6 months rolling