-29.4%
ARKK vs ALK
-28.1%
-1.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.8% | -1.3% |
| 7D | +1.4% | -3.0% | +4.4% | +2.9% |
| 30D | +5.1% | -14.6% | +19.7% | +13.6% |
| 3M | +12.7% | -10.6% | +23.3% | +17.2% |
| 6M | +13.8% | -6.7% | +20.5% | +13.4% |
| YTD | +9.9% | -19.8% | +29.7% | +17.1% |
| 1Y | +10.4% | -35.2% | +45.6% | +31.6% |
| 3Y | +93.6% | +1.4% | +92.2% | +57.1% |
| 5Y | -29.4% | -30.7% | +1.3% | -31.4% |
| All | -29.4% | -28.1% | -1.3% | -31.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling