+329.1%
ARKK vs AR
+44.6%
+284.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.9% | -1.8% |
| 7D | -4.7% | -1.3% | -3.4% | -4.5% |
| 30D | +3.1% | +3.5% | -0.5% | +2.5% |
| 3M | +13.8% | +9.9% | +3.9% | +11.8% |
| 6M | +14.0% | +4.5% | +9.4% | +12.3% |
| YTD | +8.0% | +13.7% | -5.7% | +4.8% |
| 1Y | +9.9% | +19.2% | -9.3% | +5.6% |
| 3Y | +90.2% | +46.2% | +44.0% | +75.9% |
| 5Y | -29.9% | +145.9% | -175.8% | -40.4% |
| All | +329.1% | +44.6% | +284.5% | +286.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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