-27.8%
ARKK vs ALLE
+17.0%
-44.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | +0.3% |
| 7D | +3.6% | +2.8% | +0.8% | +1.5% |
| 30D | +8.4% | -7.6% | +16.0% | +14.7% |
| 3M | +13.4% | +22.8% | -9.3% | -4.1% |
| 6M | +18.9% | +4.6% | +14.3% | +13.0% |
| YTD | +11.9% | -1.2% | +13.1% | +9.6% |
| 1Y | +13.1% | -9.1% | +22.2% | +18.4% |
| 3Y | +97.1% | +50.0% | +47.1% | +28.0% |
| 5Y | -27.8% | +15.2% | -43.0% | -48.8% |
| All | -27.8% | +17.0% | -44.8% | -48.8% |
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