-3.7%
ARKK vs EL
+25.6%
-29.4%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.3% | -6.2% | -1.7% |
| 7D | -6.7% | +2.5% | -9.2% | -7.4% |
| 30D | -13.4% | +20.1% | -33.5% | -18.0% |
| 3M | +4.7% | +29.3% | -24.6% | -3.3% |
| 6M | +2.7% | +38.8% | -36.0% | -7.4% |
| YTD | +4.5% | +8.1% | -3.6% | -4.0% |
| 1Y | -3.7% | +22.3% | -26.1% | -18.4% |
| All | -3.7% | +25.6% | -29.4% | -18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EL.
Daily Out/Under-Performance
Portfolio return minus EL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EL 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 EL 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