+368.0%
ARKK vs COO
+63.0%
+305.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.6% | +1.5% |
| 7D | +3.6% | -2.3% | +5.9% | +5.0% |
| 30D | +8.4% | -8.8% | +17.2% | +14.2% |
| 3M | +13.4% | +1.3% | +12.1% | +11.5% |
| 6M | +18.9% | -11.6% | +30.5% | +26.1% |
| YTD | +11.9% | -17.4% | +29.3% | +23.7% |
| 1Y | +13.1% | -1.6% | +14.7% | +11.0% |
| 3Y | +97.1% | -22.6% | +119.7% | +114.0% |
| 5Y | -27.8% | -40.3% | +12.6% | -7.7% |
| 10Y | +338.5% | +45.2% | +293.3% | +262.8% |
| All | +368.0% | +63.0% | +305.1% | +262.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling