-28.1%
ARKK vs AVTR
-64.6%
+36.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.8% |
| 7D | -3.1% | -1.1% | -2.0% | -2.6% |
| 30D | +2.7% | +6.3% | -3.6% | +0.1% |
| 3M | +10.8% | +53.3% | -42.6% | -9.5% |
| 6M | +14.4% | +78.6% | -64.3% | -13.2% |
| YTD | +8.7% | +29.2% | -20.6% | -5.4% |
| 1Y | +6.7% | +13.8% | -7.1% | -5.3% |
| 3Y | +87.4% | -27.4% | +114.8% | +94.9% |
| All | -28.1% | -64.6% | +36.5% | +19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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