+307.7%
ARKK vs APD
+241.1%
+66.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.1% | -2.0% |
| 7D | -0.6% | +3.8% | -4.5% | -2.5% |
| 30D | -11.2% | +8.2% | -19.4% | -14.8% |
| 3M | -9.2% | +4.3% | -13.5% | -11.5% |
| 6M | -3.9% | +4.7% | -8.6% | -7.1% |
| YTD | -2.5% | +31.5% | -34.1% | -17.8% |
| 1Y | -2.7% | +23.5% | -26.3% | -15.5% |
| 3Y | +87.9% | +29.1% | +58.8% | +54.6% |
| 5Y | -35.7% | +15.9% | -51.5% | -45.0% |
| 10Y | +299.2% | +191.9% | +107.3% | +93.5% |
| All | +307.7% | +241.1% | +66.6% | +88.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling