-29.9%
ARKK vs ARES
+90.2%
-120.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +1.0% | +0.3% |
| 7D | -4.7% | -7.7% | +3.0% | +1.1% |
| 30D | +3.1% | -8.7% | +11.8% | +10.2% |
| 3M | +13.8% | +2.8% | +10.9% | +9.6% |
| 6M | +14.0% | +23.1% | -9.1% | -6.0% |
| YTD | +8.0% | -17.3% | +25.2% | +19.4% |
| 1Y | +9.9% | -24.3% | +34.2% | +29.2% |
| 3Y | +90.2% | +34.9% | +55.2% | +24.6% |
| 5Y | -29.9% | +93.5% | -123.4% | -69.2% |
| All | -29.9% | +90.2% | -120.1% | -69.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling