+368.0%
ARKK vs ARES
+1,326.1%
-958.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.4% |
| 7D | +3.6% | -0.3% | +3.9% | +3.8% |
| 30D | +8.4% | +1.3% | +7.1% | +7.5% |
| 3M | +13.4% | +10.4% | +3.1% | +6.3% |
| 6M | +18.9% | +29.0% | -10.1% | +1.2% |
| YTD | +11.9% | -12.2% | +24.1% | +16.6% |
| 1Y | +13.1% | -18.4% | +31.5% | +21.9% |
| 3Y | +97.1% | +43.2% | +53.9% | +54.3% |
| 5Y | -27.8% | +102.6% | -130.4% | -52.3% |
| 10Y | +338.5% | +1,029.6% | -691.2% | +66.2% |
| All | +368.0% | +1,326.1% | -958.1% | +65.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling