-33.6%
ARKK vs COMP
-49.2%
+15.7%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +5.7% | -1.0% | +2.9% |
| 7D | 0.0% | +14.5% | -14.5% | -4.3% |
| 30D | -11.9% | +14.9% | -26.8% | -16.1% |
| 3M | -0.6% | -14.2% | +13.7% | +3.4% |
| 6M | -0.2% | +23.7% | -23.9% | -8.9% |
| YTD | +2.7% | +2.1% | +0.6% | -3.1% |
| 1Y | -2.2% | +26.2% | -28.4% | -14.2% |
| 3Y | +102.0% | +470.9% | -368.9% | -8.0% |
| 5Y | -33.4% | -14.0% | -19.4% | -49.7% |
| All | -33.6% | -49.2% | +15.7% | -44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 10y: compounded portfolio wealth divided by compounded COMP 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…
10y analysis · Full analysis span regression · 6 months rolling