+331.8%
ARKK vs APTV
-16.1%
+347.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +1.0% | +0.8% |
| 7D | -3.1% | -5.0% | +2.0% | -0.6% |
| 30D | +2.7% | -6.1% | +8.8% | +5.8% |
| 3M | +10.8% | -33.0% | +43.8% | +33.3% |
| 6M | +14.4% | -35.2% | +49.6% | +37.7% |
| YTD | +8.7% | -40.1% | +48.8% | +35.2% |
| 1Y | +6.7% | -45.6% | +52.3% | +39.7% |
| 3Y | +87.4% | -54.4% | +141.8% | +157.6% |
| 5Y | -29.5% | -68.9% | +39.4% | +16.8% |
| All | +331.8% | -16.1% | +347.9% | +377.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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