+14.9%
ARKK vs EFX
-25.2%
+40.2%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.4% | +5.3% | 0.0% |
| 7D | +1.9% | -8.6% | +10.6% | +3.4% |
| 30D | +13.2% | +0.1% | +13.1% | +13.1% |
| 3M | +7.7% | +3.8% | +3.8% | +6.4% |
| 6M | +15.1% | -13.5% | +28.6% | +18.1% |
| YTD | +12.1% | -17.7% | +29.8% | +16.9% |
| 1Y | +14.9% | -25.6% | +40.5% | +21.4% |
| All | +14.9% | -25.2% | +40.2% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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