+329.1%
ARKK vs APD
+168.7%
+160.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.2% | -1.5% |
| 7D | -4.7% | -3.5% | -1.2% | -2.9% |
| 30D | +3.1% | -5.1% | +8.1% | +5.8% |
| 3M | +13.8% | +6.9% | +6.9% | +9.0% |
| 6M | +14.0% | +8.1% | +5.9% | +7.7% |
| YTD | +8.0% | +21.2% | -13.3% | -5.0% |
| 1Y | +9.9% | +4.9% | +5.1% | +4.0% |
| 3Y | +90.2% | +6.3% | +83.9% | +73.4% |
| 5Y | -29.9% | +24.3% | -54.2% | -43.0% |
| All | +329.1% | +168.7% | +160.4% | +100.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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