-35.1%
ARKK vs COO
-40.4%
+5.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.7% | -2.4% |
| 7D | -0.6% | +0.5% | -1.1% | -0.9% |
| 30D | -11.2% | +14.2% | -25.4% | -18.5% |
| 3M | -9.2% | -18.2% | +9.0% | +1.4% |
| 6M | -3.9% | +5.3% | -9.3% | -11.3% |
| YTD | -2.5% | -23.6% | +21.1% | +12.9% |
| 1Y | -2.7% | -12.7% | +10.0% | +1.7% |
| 3Y | +87.9% | -24.2% | +112.1% | +94.3% |
| All | -35.1% | -40.4% | +5.2% | -17.5% |
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