-35.1%
ARKK vs APD
+16.4%
-51.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.1% | -2.0% |
| 7D | -0.6% | +3.8% | -4.5% | -2.4% |
| 30D | -11.2% | +8.2% | -19.4% | -14.5% |
| 3M | -9.2% | +4.3% | -13.5% | -11.2% |
| 6M | -3.9% | +4.7% | -8.6% | -6.7% |
| YTD | -2.5% | +31.5% | -34.1% | -17.2% |
| 1Y | -2.7% | +23.5% | -26.3% | -14.9% |
| 3Y | +87.9% | +29.1% | +58.8% | +55.4% |
| All | -35.1% | +16.4% | -51.6% | -56.3% |
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