+351.6%
ARKK vs AIG
+84.8%
+266.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -4.7% | -2.4% | -2.3% | -3.8% |
| 30D | +3.1% | -2.9% | +6.0% | +4.2% |
| 3M | +13.8% | +0.8% | +13.0% | +12.9% |
| 6M | +14.0% | -2.7% | +16.6% | +14.3% |
| YTD | +8.0% | -11.2% | +19.2% | +11.9% |
| 1Y | +9.9% | -1.5% | +11.4% | +8.4% |
| 3Y | +90.2% | +34.4% | +55.8% | +63.4% |
| 5Y | -29.9% | +54.4% | -84.3% | -43.3% |
| 10Y | +329.1% | +64.4% | +264.7% | +200.7% |
| All | +351.6% | +84.8% | +266.9% | +203.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling