+97.1%
ARKK vs AVAV
+31.0%
+66.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.9% | -3.0% | -0.8% |
| 7D | +3.6% | +3.2% | +0.4% | +2.9% |
| 30D | +8.4% | -20.3% | +28.7% | +13.7% |
| 3M | +13.4% | -19.4% | +32.9% | +17.3% |
| 6M | +18.9% | -35.3% | +54.2% | +28.0% |
| YTD | +11.9% | -38.5% | +50.4% | +19.3% |
| 1Y | +13.1% | -37.2% | +50.3% | +19.7% |
| 3Y | +97.1% | +31.1% | +66.0% | +67.1% |
| All | +97.1% | +31.0% | +66.1% | +67.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling