+87.4%
ARKK vs ARES
+35.4%
+52.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.1% | +0.2% |
| 7D | -3.1% | -6.1% | +3.0% | +0.5% |
| 30D | +2.7% | -7.5% | +10.2% | +7.4% |
| 3M | +10.8% | +0.1% | +10.7% | +9.7% |
| 6M | +14.4% | +30.3% | -15.9% | -4.3% |
| YTD | +8.7% | -16.6% | +25.3% | +18.8% |
| 1Y | +6.7% | -26.1% | +32.8% | +26.0% |
| 3Y | +87.4% | +36.4% | +51.0% | +42.3% |
| All | +87.4% | +35.4% | +52.0% | +42.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling