+336.9%
ARKK vs ALLE
+146.0%
+190.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +1.0% | 0.0% |
| 7D | +1.4% | -2.2% | +3.6% | +2.8% |
| 30D | +5.1% | -8.3% | +13.5% | +10.9% |
| 3M | +12.7% | +16.3% | -3.5% | +1.4% |
| 6M | +13.8% | +1.8% | +12.0% | +10.8% |
| YTD | +9.9% | -3.9% | +13.9% | +10.0% |
| 1Y | +10.4% | -10.0% | +20.4% | +15.1% |
| 3Y | +93.6% | +45.8% | +47.8% | +44.7% |
| 5Y | -29.4% | +13.3% | -42.6% | -39.3% |
| 10Y | +336.9% | +155.3% | +181.6% | +137.6% |
| All | +336.9% | +146.0% | +190.9% | +137.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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