+14.9%
ARKK vs EFV
+30.7%
-15.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -0.9% | -0.9% |
| 7D | +1.9% | +1.5% | +0.4% | 0.0% |
| 30D | +13.2% | +1.7% | +11.4% | +10.7% |
| 3M | +7.7% | +8.6% | -1.0% | -2.9% |
| 6M | +15.1% | +11.7% | +3.4% | -0.2% |
| YTD | +12.1% | +19.3% | -7.2% | -12.2% |
| 1Y | +14.9% | +30.2% | -15.3% | -20.5% |
| All | +14.9% | +30.7% | -15.8% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 1y: compounded portfolio wealth divided by compounded EFV 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…
1y analysis · Full analysis span regression · 6 months rolling