+368.0%
ARKK vs EIX
+51.7%
+316.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.5% | -4.7% | -1.3% |
| 7D | +3.6% | +0.9% | +2.7% | +3.3% |
| 30D | +8.4% | -13.5% | +21.9% | +10.8% |
| 3M | +13.4% | -15.3% | +28.7% | +16.3% |
| 6M | +18.9% | -15.3% | +34.2% | +21.5% |
| YTD | +11.9% | +2.7% | +9.2% | +7.6% |
| 1Y | +13.1% | +17.4% | -4.4% | +4.1% |
| 3Y | +97.1% | -1.3% | +98.4% | +87.7% |
| 5Y | -27.8% | +27.2% | -55.0% | -36.2% |
| 10Y | +338.5% | +22.7% | +315.7% | +271.5% |
| All | +368.0% | +51.7% | +316.4% | +282.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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