+331.8%
ARKK vs ALL
+365.1%
-33.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.1% | +0.4% |
| 7D | -3.1% | -2.3% | -0.8% | -2.3% |
| 30D | +2.7% | -0.4% | +3.1% | +2.7% |
| 3M | +10.8% | +16.0% | -5.3% | +4.0% |
| 6M | +14.4% | +24.6% | -10.2% | +3.9% |
| YTD | +8.7% | +23.7% | -15.0% | -1.7% |
| 1Y | +6.7% | +27.7% | -21.0% | -5.3% |
| 3Y | +87.4% | +150.2% | -62.8% | +18.8% |
| 5Y | -29.5% | +117.1% | -146.5% | -53.2% |
| All | +331.8% | +365.1% | -33.3% | +89.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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