+329.1%
ARKK vs ALB
+84.6%
+244.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.0% | +1.2% | -0.6% |
| 7D | -4.7% | -7.6% | +2.9% | -1.8% |
| 30D | +3.1% | -5.6% | +8.7% | +4.9% |
| 3M | +13.8% | -16.8% | +30.6% | +20.8% |
| 6M | +14.0% | -26.3% | +40.3% | +24.4% |
| YTD | +8.0% | -13.2% | +21.2% | +8.9% |
| 1Y | +9.9% | +68.8% | -58.9% | -17.7% |
| 3Y | +90.2% | -30.7% | +120.8% | +87.4% |
| 5Y | -29.9% | -46.3% | +16.4% | -24.6% |
| All | +329.1% | +84.6% | +244.5% | +179.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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