+96.6%
ARKK vs AXON
+44.5%
+52.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.3% | -2.5% | +0.6% |
| 7D | -2.4% | -25.6% | +23.3% | +5.3% |
| 30D | -10.8% | -23.9% | +13.0% | -4.5% |
| 3M | -2.6% | -50.4% | +47.8% | +17.2% |
| 6M | -1.9% | -20.0% | +18.1% | +0.7% |
| YTD | +2.0% | -44.5% | +46.5% | +14.9% |
| 1Y | -4.4% | -44.9% | +40.5% | +8.0% |
| All | +96.6% | +44.5% | +52.1% | +56.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling