+307.7%
ARKK vs ALL
+439.7%
-132.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.3% | -2.1% |
| 7D | -0.6% | +5.0% | -5.7% | -2.3% |
| 30D | -11.2% | +13.3% | -24.6% | -15.2% |
| 3M | -9.2% | +3.2% | -12.4% | -10.8% |
| 6M | -3.9% | +25.3% | -29.3% | -13.1% |
| YTD | -2.5% | +30.5% | -33.0% | -13.9% |
| 1Y | -2.7% | +29.2% | -31.9% | -13.8% |
| 3Y | +87.9% | +119.1% | -31.2% | +28.0% |
| 5Y | -35.7% | +162.6% | -198.3% | -60.7% |
| 10Y | +299.2% | +378.8% | -79.6% | +77.8% |
| All | +307.7% | +439.7% | -132.0% | +72.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling