-29.4%
ARKK vs COO
-44.2%
+14.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.2% | +4.5% | +2.2% |
| 7D | +1.4% | -9.0% | +10.4% | +7.6% |
| 30D | +5.1% | -16.8% | +21.9% | +18.0% |
| 3M | +12.7% | -7.5% | +20.2% | +17.2% |
| 6M | +13.8% | -16.3% | +30.1% | +25.9% |
| YTD | +9.9% | -22.5% | +32.5% | +28.2% |
| 1Y | +10.4% | -7.0% | +17.4% | +11.6% |
| 3Y | +93.6% | -27.5% | +121.0% | +115.5% |
| 5Y | -29.4% | -43.3% | +14.0% | -5.3% |
| All | -29.4% | -44.2% | +14.8% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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