+316.0%
ARKK vs AR
-23.8%
+339.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.3% | -3.8% | -2.7% |
| 7D | +4.6% | +6.4% | -1.8% | +3.7% |
| 30D | -12.2% | +3.1% | -15.4% | -12.7% |
| 3M | -6.0% | +3.3% | -9.3% | -6.7% |
| 6M | -2.2% | +6.6% | -8.7% | -3.7% |
| YTD | -0.5% | +12.3% | -12.9% | -3.4% |
| 1Y | -6.0% | +12.3% | -18.3% | -8.8% |
| 3Y | +92.5% | +50.4% | +42.1% | +78.2% |
| 5Y | -34.4% | +101.0% | -135.3% | -42.2% |
| 10Y | +307.2% | +57.5% | +249.8% | +221.5% |
| All | +316.0% | -23.8% | +339.8% | +231.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling