+307.7%
ARKK vs COO
+50.8%
+256.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -18.2% |
| 3M | -9.2% | -18.2% | +9.0% | +0.3% |
| 6M | -3.9% | +5.3% | -9.3% | -10.3% |
| YTD | -2.5% | -23.6% | +21.1% | +10.8% |
| 1Y | -2.7% | -12.7% | +10.0% | +1.3% |
| 3Y | +87.9% | -24.2% | +112.1% | +101.6% |
| 5Y | -35.7% | -40.0% | +4.3% | -19.0% |
| 10Y | +299.2% | +41.6% | +257.6% | +233.8% |
| All | +307.7% | +50.8% | +256.9% | +225.1% |
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