-28.1%
ARKK vs AZO
+85.8%
-113.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | -3.1% | -3.6% | +0.5% | -2.1% |
| 30D | +2.7% | -5.6% | +8.3% | +4.3% |
| 3M | +10.8% | -6.6% | +17.4% | +12.3% |
| 6M | +14.4% | -22.5% | +36.9% | +22.6% |
| YTD | +8.7% | -15.2% | +23.8% | +12.6% |
| 1Y | +6.7% | -33.9% | +40.7% | +20.5% |
| 3Y | +87.4% | +11.8% | +75.6% | +63.7% |
| All | -28.1% | +85.8% | -113.9% | -51.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling