-29.4%
ARKK vs ALB
-43.9%
+14.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +1.1% | -0.6% |
| 7D | +1.4% | -8.6% | +10.0% | +4.9% |
| 30D | +5.1% | -4.0% | +9.2% | +6.3% |
| 3M | +12.7% | -17.4% | +30.1% | +20.3% |
| 6M | +13.8% | -25.4% | +39.2% | +23.8% |
| YTD | +9.9% | -10.5% | +20.5% | +9.1% |
| 1Y | +10.4% | +75.8% | -65.4% | -20.9% |
| 3Y | +93.6% | -28.5% | +122.1% | +93.3% |
| 5Y | -29.4% | -45.1% | +15.7% | -25.4% |
| All | -29.4% | -43.9% | +14.5% | -25.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling