+368.8%
ARKK vs AXON
+2,760.1%
-2,391.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.2% | +3.1% | +0.4% |
| 7D | +1.9% | -14.2% | +16.1% | +7.2% |
| 30D | +13.2% | -15.4% | +28.6% | +18.7% |
| 3M | +7.7% | +0.5% | +7.2% | +5.2% |
| 6M | +15.1% | -9.5% | +24.6% | +15.0% |
| YTD | +12.1% | -9.2% | +21.3% | +10.6% |
| 1Y | +14.9% | -29.4% | +44.3% | +22.9% |
| 3Y | +99.3% | +139.4% | -40.1% | +29.5% |
| 5Y | -29.9% | +178.9% | -208.8% | -58.8% |
| 10Y | +351.6% | +1,840.8% | -1,489.2% | +67.4% |
| All | +368.8% | +2,760.1% | -2,391.3% | +65.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling