-33.4%
ARKK vs ALLE
+55.0%
-88.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.8% | +1.9% | +2.8% |
| 7D | 0.0% | -0.6% | +0.7% | +0.6% |
| 30D | -11.9% | +26.6% | -38.5% | -26.1% |
| 3M | -0.6% | +13.2% | -13.7% | -9.7% |
| 6M | -0.2% | +42.9% | -43.1% | -25.0% |
| YTD | +2.7% | +21.0% | -18.4% | -13.8% |
| 1Y | -2.2% | +15.2% | -17.3% | -14.6% |
| 3Y | +102.0% | +95.6% | +6.5% | +4.1% |
| 5Y | -33.4% | +53.4% | -86.8% | -60.6% |
| All | -33.4% | +55.0% | -88.4% | -60.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling