+293.0%
ARKK vs ALK
-45.9%
+338.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -1.4% |
| 7D | -0.6% | -1.2% | +0.6% | -0.2% |
| 30D | -11.2% | +7.7% | -18.9% | -14.2% |
| 3M | -9.2% | -19.0% | +9.8% | -2.4% |
| 6M | -3.9% | -0.2% | -3.7% | -6.2% |
| YTD | -2.5% | -23.5% | +21.0% | +3.8% |
| 1Y | -2.7% | -9.1% | +6.4% | -3.6% |
| 3Y | +87.9% | +12.0% | +75.9% | +64.7% |
| 5Y | -35.7% | -30.9% | -4.8% | -32.4% |
| All | +293.0% | -45.9% | +338.9% | +317.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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