+336.9%
ARKK vs AVAV
+478.0%
-141.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.4% | +3.6% | -0.2% |
| 7D | +1.4% | -3.2% | +4.6% | +2.3% |
| 30D | +5.1% | -25.6% | +30.7% | +14.1% |
| 3M | +12.7% | -20.2% | +33.0% | +17.8% |
| 6M | +13.8% | -38.1% | +51.9% | +26.5% |
| YTD | +9.9% | -41.8% | +51.7% | +21.0% |
| 1Y | +10.4% | -39.0% | +49.5% | +18.5% |
| 3Y | +93.6% | +24.1% | +69.5% | +53.0% |
| 5Y | -29.4% | +53.0% | -82.4% | -50.4% |
| 10Y | +336.9% | +493.8% | -157.0% | +116.9% |
| All | +336.9% | +478.0% | -141.1% | +116.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 10y: compounded portfolio wealth divided by compounded AVAV 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…
10y analysis · Full analysis span regression · 6 months rolling