+354.4%
ARKK vs AU
+1,459.7%
-1,105.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.6% |
| 7D | -3.1% | -4.3% | +1.2% | -2.7% |
| 30D | +2.7% | +7.3% | -4.6% | +2.0% |
| 3M | +10.8% | +26.3% | -15.6% | +8.3% |
| 6M | +14.4% | +1.8% | +12.6% | +13.7% |
| YTD | +8.7% | +26.8% | -18.2% | +5.9% |
| 1Y | +6.7% | +66.7% | -59.9% | +1.8% |
| 3Y | +87.4% | +579.1% | -491.7% | +59.3% |
| 5Y | -29.5% | +689.3% | -718.8% | -40.9% |
| 10Y | +331.8% | +686.6% | -354.8% | +271.0% |
| All | +354.4% | +1,459.7% | -1,105.3% | +287.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling