+368.8%
ARKK vs ALLE
+233.3%
+135.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -1.7% |
| 7D | +1.9% | -0.2% | +2.2% | +2.0% |
| 30D | +13.2% | -6.8% | +20.0% | +18.1% |
| 3M | +7.7% | +21.0% | -13.4% | -5.4% |
| 6M | +15.1% | +1.1% | +14.0% | +12.7% |
| YTD | +12.1% | -0.5% | +12.6% | +9.8% |
| 1Y | +14.9% | -7.3% | +22.2% | +17.5% |
| 3Y | +99.3% | +42.3% | +57.1% | +52.9% |
| 5Y | -29.9% | +13.5% | -43.4% | -39.4% |
| 10Y | +351.6% | +144.0% | +207.6% | +149.5% |
| All | +368.8% | +233.3% | +135.5% | +123.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling