+331.8%
ARKK vs APO
+945.2%
-613.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.2% |
| 7D | -3.1% | -3.5% | +0.4% | -1.1% |
| 30D | +2.7% | -6.6% | +9.3% | +6.6% |
| 3M | +10.8% | -3.3% | +14.0% | +11.8% |
| 6M | +14.4% | +22.6% | -8.2% | +0.2% |
| YTD | +8.7% | -9.8% | +18.4% | +12.4% |
| 1Y | +6.7% | -3.9% | +10.6% | +5.6% |
| 3Y | +87.4% | +52.5% | +34.9% | +41.5% |
| 5Y | -29.5% | +134.0% | -163.5% | -57.3% |
| All | +331.8% | +945.2% | -613.4% | +40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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