+316.0%
ARKK vs ALK
-19.5%
+335.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.8% | +2.3% | -0.7% |
| 7D | +4.6% | +0.9% | +3.7% | +4.2% |
| 30D | -12.2% | +3.3% | -15.5% | -13.8% |
| 3M | -6.0% | -17.6% | +11.6% | +0.2% |
| 6M | -2.2% | +0.8% | -3.0% | -4.8% |
| YTD | -0.5% | -22.4% | +21.8% | +5.2% |
| 1Y | -6.0% | -10.1% | +4.1% | -6.3% |
| 3Y | +92.5% | +14.0% | +78.6% | +68.8% |
| 5Y | -34.4% | -29.8% | -4.5% | -31.2% |
| 10Y | +307.2% | -44.8% | +352.0% | +309.0% |
| All | +316.0% | -19.5% | +335.5% | +278.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling