+87.4%
ARKK vs AZO
+10.0%
+77.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | -3.1% | -3.6% | +0.5% | -2.7% |
| 30D | +2.7% | -5.6% | +8.3% | +3.3% |
| 3M | +10.8% | -6.6% | +17.4% | +11.3% |
| 6M | +14.4% | -22.5% | +36.9% | +17.9% |
| YTD | +8.7% | -15.2% | +23.8% | +10.7% |
| 1Y | +6.7% | -33.9% | +40.7% | +13.4% |
| 3Y | +87.4% | +11.8% | +75.6% | +67.4% |
| All | +87.4% | +10.0% | +77.3% | +67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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