-35.1%
ARKK vs ALLY
-10.0%
-25.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.5% |
| 7D | -0.6% | +0.4% | -1.0% | -0.8% |
| 30D | -11.2% | +5.2% | -16.5% | -14.3% |
| 3M | -9.2% | -13.3% | +4.1% | -0.4% |
| 6M | -3.9% | -6.7% | +2.7% | 0.0% |
| YTD | -2.5% | -12.8% | +10.3% | +5.4% |
| 1Y | -2.7% | +0.7% | -3.4% | -5.0% |
| 3Y | +87.9% | +65.2% | +22.7% | +24.1% |
| All | -35.1% | -10.0% | -25.1% | -34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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