-27.6%
ARKK vs COMP
-49.4%
+21.8%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.3% | +3.2% | +0.9% |
| 7D | +3.6% | +4.1% | -0.5% | +2.3% |
| 30D | +8.4% | -14.5% | +22.9% | +13.6% |
| 3M | +13.4% | +41.8% | -28.4% | +0.4% |
| 6M | +18.9% | +23.6% | -4.7% | +7.5% |
| YTD | +11.9% | +1.7% | +10.2% | +6.5% |
| 1Y | +13.1% | +12.6% | +0.5% | +2.7% |
| 3Y | +97.1% | +221.9% | -124.8% | +10.2% |
| 5Y | -27.8% | -28.1% | +0.4% | -42.8% |
| All | -27.6% | -49.4% | +21.8% | -38.6% |
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