-29.9%
ARKK vs AR
+141.3%
-171.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.9% | -1.8% |
| 7D | -4.7% | -1.3% | -3.4% | -4.4% |
| 30D | +3.1% | +3.5% | -0.5% | +2.1% |
| 3M | +13.8% | +9.9% | +3.9% | +10.7% |
| 6M | +14.0% | +4.5% | +9.4% | +11.4% |
| YTD | +8.0% | +13.7% | -5.7% | +2.8% |
| 1Y | +9.9% | +19.2% | -9.3% | +2.9% |
| 3Y | +90.2% | +46.2% | +44.0% | +67.5% |
| 5Y | -29.9% | +145.9% | -175.8% | -42.1% |
| All | -29.9% | +141.3% | -171.2% | -42.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling