+368.0%
ARKK vs ED
+161.7%
+206.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.2% |
| 7D | +3.6% | +0.5% | +3.1% | +3.6% |
| 30D | +8.4% | +1.1% | +7.3% | +8.4% |
| 3M | +13.4% | +4.6% | +8.8% | +13.3% |
| 6M | +18.9% | -2.0% | +20.9% | +18.9% |
| YTD | +11.9% | +11.7% | +0.2% | +11.4% |
| 1Y | +13.1% | +15.7% | -2.7% | +12.3% |
| 3Y | +97.1% | +34.4% | +62.7% | +90.8% |
| 5Y | -27.8% | +67.3% | -95.1% | -31.4% |
| 10Y | +338.5% | +104.0% | +234.4% | +316.4% |
| All | +368.0% | +161.7% | +206.4% | +338.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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