-3.7%
ARKK vs ARES
-9.0%
+5.2%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.1% | -6.1% | -2.1% |
| 7D | -6.7% | +10.5% | -17.2% | -10.3% |
| 30D | -13.4% | +16.8% | -30.2% | -18.6% |
| 3M | +4.7% | -3.2% | +7.9% | +5.8% |
| 6M | +2.7% | +16.4% | -13.7% | -3.4% |
| YTD | +4.5% | -12.4% | +16.9% | +8.0% |
| 1Y | -3.7% | -6.9% | +3.1% | -6.9% |
| All | -3.7% | -9.0% | +5.2% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 1y: compounded portfolio wealth divided by compounded ARES 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…
1y analysis · Full analysis span regression · 6 months rolling