-29.4%
ARKK vs ALLY
-1.1%
-28.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.1% |
| 7D | +1.4% | -1.9% | +3.3% | +2.7% |
| 30D | +5.1% | -4.5% | +9.6% | +8.3% |
| 3M | +12.7% | -2.8% | +15.6% | +14.7% |
| 6M | +13.8% | +10.3% | +3.5% | +5.7% |
| YTD | +9.9% | -5.7% | +15.6% | +13.0% |
| 1Y | +10.4% | +3.9% | +6.5% | +5.5% |
| 3Y | +93.6% | +64.7% | +28.9% | +30.1% |
| 5Y | -29.4% | -2.6% | -26.8% | -35.2% |
| All | -29.4% | -1.1% | -28.2% | -35.2% |
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