+293.0%
ARKK vs ALLE
+211.7%
+81.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.0% | -3.0% | -2.6% |
| 7D | -0.6% | +3.6% | -4.2% | -2.7% |
| 30D | -11.2% | +25.9% | -37.1% | -23.5% |
| 3M | -9.2% | +15.8% | -25.0% | -17.7% |
| 6M | -3.9% | +48.1% | -52.0% | -26.3% |
| YTD | -2.5% | +22.0% | -24.5% | -16.5% |
| 1Y | -2.7% | +18.0% | -20.8% | -15.1% |
| 3Y | +87.9% | +93.1% | -5.2% | +16.6% |
| 5Y | -35.7% | +52.1% | -87.7% | -54.0% |
| All | +293.0% | +211.7% | +81.4% | +87.5% |
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