-29.4%
ARKK vs APD
+25.2%
-54.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -0.9% | -1.4% |
| 7D | +1.4% | -4.6% | +6.0% | +3.7% |
| 30D | +5.1% | -4.2% | +9.3% | +7.1% |
| 3M | +12.7% | +5.0% | +7.8% | +9.4% |
| 6M | +13.8% | +8.9% | +4.9% | +7.5% |
| YTD | +9.9% | +21.9% | -12.0% | -3.0% |
| 1Y | +10.4% | +5.6% | +4.8% | +5.0% |
| 3Y | +93.6% | +6.9% | +86.7% | +79.0% |
| 5Y | -29.4% | +25.3% | -54.7% | -51.6% |
| All | -29.4% | +25.2% | -54.6% | -51.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling