+87.4%
ARKK vs ALNY
+23.4%
+64.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.2% | +0.5% |
| 7D | -3.1% | -6.5% | +3.5% | -1.9% |
| 30D | +2.7% | +11.0% | -8.3% | +0.7% |
| 3M | +10.8% | -14.1% | +24.8% | +12.0% |
| 6M | +14.4% | -22.4% | +36.8% | +18.0% |
| YTD | +8.7% | -37.5% | +46.1% | +17.1% |
| 1Y | +6.7% | -46.9% | +53.7% | +18.9% |
| 3Y | +87.4% | +22.1% | +65.3% | +67.6% |
| All | +87.4% | +23.4% | +64.0% | +67.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling