+331.8%
ARKK vs AXON
+1,815.8%
-1,484.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -3.1% | -7.0% | +4.0% | -0.4% |
| 30D | +2.7% | -20.1% | +22.8% | +11.4% |
| 3M | +10.8% | +7.4% | +3.3% | +5.1% |
| 6M | +14.4% | -7.4% | +21.8% | +13.1% |
| YTD | +8.7% | -15.6% | +24.3% | +9.9% |
| 1Y | +6.7% | -36.2% | +42.9% | +19.3% |
| 3Y | +87.4% | +124.8% | -37.4% | +17.3% |
| 5Y | -29.5% | +166.6% | -196.0% | -61.0% |
| All | +331.8% | +1,815.8% | -1,484.0% | +47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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