+351.6%
ARKK vs APTV
-15.3%
+366.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.7% | -4.4% | -3.1% |
| 7D | -4.7% | -1.8% | -2.9% | -4.0% |
| 30D | +3.1% | -7.9% | +11.0% | +7.1% |
| 3M | +13.8% | -29.9% | +43.7% | +33.2% |
| 6M | +14.0% | -36.6% | +50.5% | +38.1% |
| YTD | +8.0% | -40.0% | +47.9% | +33.5% |
| 1Y | +9.9% | -44.0% | +53.9% | +40.8% |
| 3Y | +90.2% | -54.5% | +144.7% | +160.0% |
| 5Y | -29.9% | -68.8% | +38.9% | +14.7% |
| 10Y | +329.1% | -16.9% | +346.1% | +333.5% |
| All | +351.6% | -15.3% | +366.9% | +339.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling