+87.4%
ARKK vs AJG
+8.2%
+79.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.9% | +0.7% |
| 7D | -3.1% | -8.3% | +5.2% | -2.6% |
| 30D | +2.7% | -5.7% | +8.4% | +3.0% |
| 3M | +10.8% | +9.1% | +1.7% | +9.4% |
| 6M | +14.4% | +15.2% | -0.8% | +12.3% |
| YTD | +8.7% | -6.3% | +15.0% | +9.3% |
| 1Y | +6.7% | -19.1% | +25.9% | +10.7% |
| 3Y | +87.4% | +8.2% | +79.2% | +79.8% |
| All | +87.4% | +8.2% | +79.2% | +79.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 3y: compounded portfolio wealth divided by compounded AJG 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…
3y analysis · Full analysis span regression · 6 months rolling