+329.1%
ARKK vs ALK
-37.3%
+366.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.5% |
| 7D | -4.7% | -3.1% | -1.6% | -3.5% |
| 30D | +3.1% | -17.1% | +20.2% | +10.5% |
| 3M | +13.8% | -3.8% | +17.5% | +14.2% |
| 6M | +14.0% | -5.3% | +19.2% | +13.5% |
| YTD | +8.0% | -20.3% | +28.2% | +14.0% |
| 1Y | +9.9% | -36.0% | +45.9% | +25.7% |
| 3Y | +90.2% | +0.8% | +89.4% | +75.1% |
| 5Y | -29.9% | -28.5% | -1.4% | -27.1% |
| All | +329.1% | -37.3% | +366.4% | +324.1% |
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