+368.0%
ARKK vs APO
+913.6%
-545.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | +0.6% |
| 7D | +3.6% | +0.1% | +3.5% | +3.6% |
| 30D | +8.4% | +3.9% | +4.5% | +5.8% |
| 3M | +13.4% | +3.8% | +9.7% | +10.2% |
| 6M | +18.9% | +22.3% | -3.4% | +4.9% |
| YTD | +11.9% | -7.8% | +19.7% | +14.3% |
| 1Y | +13.1% | -0.3% | +13.4% | +9.8% |
| 3Y | +97.1% | +57.1% | +39.9% | +49.0% |
| 5Y | -27.8% | +137.0% | -164.7% | -55.2% |
| 10Y | +338.5% | +946.8% | -608.4% | +46.7% |
| All | +368.0% | +913.6% | -545.6% | +52.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling