-28.1%
ARKK vs AU
+686.2%
-714.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.5% |
| 7D | -3.1% | -4.3% | +1.2% | -2.2% |
| 30D | +2.7% | +7.3% | -4.6% | +1.2% |
| 3M | +10.8% | +26.3% | -15.6% | +5.5% |
| 6M | +14.4% | +1.8% | +12.6% | +12.7% |
| YTD | +8.7% | +26.8% | -18.2% | +2.5% |
| 1Y | +6.7% | +66.7% | -59.9% | -4.3% |
| 3Y | +87.4% | +579.1% | -491.7% | +22.8% |
| All | -28.1% | +686.2% | -714.3% | -56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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