-18.3%
ARKK vs AUR
-35.7%
+17.4%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | +0.2% |
| 7D | -3.1% | +1.4% | -4.5% | -3.5% |
| 30D | +2.7% | -6.4% | +9.1% | +4.2% |
| 3M | +10.8% | +7.7% | +3.1% | +7.5% |
| 6M | +14.4% | +44.5% | -30.1% | +0.9% |
| YTD | +8.7% | +67.4% | -58.8% | -8.5% |
| 1Y | +6.7% | +15.4% | -8.7% | -0.9% |
| 3Y | +87.4% | +94.8% | -7.4% | +22.2% |
| 5Y | -29.5% | -35.1% | +5.7% | -49.6% |
| All | -18.3% | -35.7% | +17.4% | -41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 AUR 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