+368.8%
ARKK vs ALB
+157.2%
+211.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.4% | +3.4% | +0.6% |
| 7D | +1.9% | -8.1% | +10.0% | +5.0% |
| 30D | +13.2% | +6.3% | +6.9% | +10.0% |
| 3M | +7.7% | -23.6% | +31.3% | +17.9% |
| 6M | +15.1% | -24.6% | +39.7% | +24.3% |
| YTD | +12.1% | -10.3% | +22.4% | +11.7% |
| 1Y | +14.9% | +61.5% | -46.5% | -11.6% |
| 3Y | +99.3% | -34.0% | +133.3% | +100.6% |
| 5Y | -29.9% | -44.6% | +14.7% | -25.7% |
| 10Y | +351.6% | +76.1% | +275.5% | +198.9% |
| All | +368.8% | +157.2% | +211.6% | +177.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling