-3.7%
ARKK vs CAPR
+47.4%
-51.2%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +8.3% | -8.2% | 0.0% |
| 7D | -6.7% | +43.2% | -49.9% | -7.0% |
| 30D | -13.4% | +14.7% | -28.0% | -13.5% |
| 3M | +4.7% | +113.9% | -109.2% | +3.8% |
| 6M | +2.7% | -73.4% | +76.1% | +3.4% |
| YTD | +4.5% | -69.1% | +73.6% | +4.9% |
| 1Y | -3.7% | +47.2% | -50.9% | -6.4% |
| All | -3.7% | +47.4% | -51.2% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 1y: compounded portfolio wealth divided by compounded CAPR 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…
1y analysis · Full analysis span regression · 6 months rolling