+331.8%
ARKK vs APA
-2.4%
+334.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.5% |
| 7D | -3.1% | +4.6% | -7.6% | -3.9% |
| 30D | +2.7% | +11.9% | -9.2% | +0.4% |
| 3M | +10.8% | +22.5% | -11.7% | +5.9% |
| 6M | +14.4% | +37.5% | -23.2% | +5.5% |
| YTD | +8.7% | +87.2% | -78.5% | -6.3% |
| 1Y | +6.7% | +101.4% | -94.7% | -9.8% |
| 3Y | +87.4% | +16.9% | +70.5% | +70.6% |
| 5Y | -29.5% | +178.4% | -207.9% | -46.2% |
| All | +331.8% | -2.4% | +334.2% | +216.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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