+293.0%
ARKK vs AXON
+1,058.0%
-764.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.7% | -4.7% | -3.0% |
| 7D | -0.6% | +0.8% | -1.4% | -1.0% |
| 30D | -11.2% | -22.8% | +11.5% | -3.4% |
| 3M | -9.2% | -48.8% | +39.6% | +14.6% |
| 6M | -3.9% | -16.3% | +12.4% | -2.4% |
| YTD | -2.5% | -44.5% | +42.0% | +13.4% |
| 1Y | -2.7% | -43.4% | +40.7% | +12.3% |
| 3Y | +87.9% | +44.3% | +43.6% | +35.2% |
| 5Y | -35.7% | +85.1% | -120.8% | -60.4% |
| All | +293.0% | +1,058.0% | -764.9% | +49.6% |
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