-29.4%
ARKK vs ALL
+115.1%
-144.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | +1.4% | -2.2% | +3.6% | +1.8% |
| 30D | +5.1% | -5.6% | +10.7% | +6.2% |
| 3M | +12.7% | +17.2% | -4.5% | +8.3% |
| 6M | +13.8% | +23.2% | -9.4% | +7.8% |
| YTD | +9.9% | +23.6% | -13.7% | +3.5% |
| 1Y | +10.4% | +29.2% | -18.8% | +2.3% |
| 3Y | +93.6% | +153.8% | -60.2% | +38.5% |
| 5Y | -29.4% | +116.1% | -145.4% | -44.6% |
| All | -29.4% | +115.1% | -144.5% | -44.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling