+93.0%
ARKK vs ALB
-27.2%
+120.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.6% | -2.8% | -1.0% |
| 7D | +3.6% | -4.4% | +8.0% | +4.9% |
| 30D | +8.4% | -1.2% | +9.5% | +8.4% |
| 3M | +13.4% | -13.3% | +26.7% | +17.5% |
| 6M | +18.9% | -19.8% | +38.7% | +24.0% |
| YTD | +11.9% | -7.9% | +19.8% | +10.5% |
| 1Y | +13.1% | +60.2% | -47.1% | -9.5% |
| All | +93.0% | -27.2% | +120.2% | +83.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling