+354.4%
ARKK vs AON
+304.6%
+49.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +1.4% |
| 7D | -3.1% | -6.3% | +3.3% | 0.0% |
| 30D | +2.7% | -14.1% | +16.8% | +9.9% |
| 3M | +10.8% | -9.5% | +20.2% | +14.4% |
| 6M | +14.4% | -4.0% | +18.4% | +13.6% |
| YTD | +8.7% | -13.8% | +22.5% | +13.5% |
| 1Y | +6.7% | -18.3% | +25.0% | +14.3% |
| 3Y | +87.4% | -7.2% | +94.6% | +82.6% |
| 5Y | -29.5% | +7.3% | -36.8% | -37.2% |
| 10Y | +331.8% | +203.6% | +128.2% | +118.3% |
| All | +354.4% | +304.6% | +49.9% | +110.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling