+368.8%
ARKK vs ALK
-13.4%
+382.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.6% | -1.6% |
| 7D | +1.9% | -0.7% | +2.6% | +2.1% |
| 30D | +13.2% | -19.2% | +32.4% | +22.2% |
| 3M | +7.7% | -1.5% | +9.2% | +6.9% |
| 6M | +15.1% | -13.1% | +28.1% | +18.3% |
| YTD | +12.1% | -16.4% | +28.5% | +16.1% |
| 1Y | +14.9% | -33.1% | +48.0% | +28.8% |
| 3Y | +99.3% | +0.6% | +98.7% | +84.3% |
| 5Y | -29.9% | -26.4% | -3.5% | -27.8% |
| 10Y | +351.6% | -34.2% | +385.8% | +331.1% |
| All | +368.8% | -13.4% | +382.2% | +317.4% |
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 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