+87.4%
ARKK vs AON
-7.5%
+94.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +0.8% |
| 7D | -3.1% | -6.3% | +3.3% | -2.4% |
| 30D | +2.7% | -14.1% | +16.8% | +4.3% |
| 3M | +10.8% | -9.5% | +20.2% | +11.2% |
| 6M | +14.4% | -4.0% | +18.4% | +13.2% |
| YTD | +8.7% | -13.8% | +22.5% | +10.1% |
| 1Y | +6.7% | -18.3% | +25.0% | +9.8% |
| 3Y | +87.4% | -7.2% | +94.6% | +85.3% |
| All | +87.4% | -7.5% | +94.9% | +85.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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