+97.1%
ARKK vs AXON
+134.7%
-37.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.0% | +1.8% | +0.4% |
| 7D | +3.6% | -2.5% | +6.1% | +4.4% |
| 30D | +8.4% | -11.5% | +19.9% | +11.9% |
| 3M | +13.4% | +7.3% | +6.1% | +8.9% |
| 6M | +18.9% | -11.9% | +30.8% | +20.3% |
| YTD | +11.9% | -11.0% | +22.9% | +11.6% |
| 1Y | +13.1% | -31.8% | +44.8% | +21.9% |
| 3Y | +97.1% | +135.4% | -38.3% | +18.1% |
| All | +97.1% | +134.7% | -37.6% | +18.1% |
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