+331.8%
ARKK vs ALNY
+260.0%
+71.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.2% | +0.5% |
| 7D | -3.1% | -6.5% | +3.5% | -1.4% |
| 30D | +2.7% | +11.0% | -8.3% | -0.2% |
| 3M | +10.8% | -14.1% | +24.8% | +12.5% |
| 6M | +14.4% | -22.4% | +36.8% | +19.1% |
| YTD | +8.7% | -37.5% | +46.1% | +19.6% |
| 1Y | +6.7% | -46.9% | +53.7% | +22.4% |
| 3Y | +87.4% | +22.1% | +65.3% | +63.4% |
| 5Y | -29.5% | +31.2% | -60.7% | -41.4% |
| All | +331.8% | +260.0% | +71.8% | +185.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 10y: compounded portfolio wealth divided by compounded ALNY 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…
10y analysis · Full analysis span regression · 6 months rolling