+87.4%
ARKK vs ELAN
+99.1%
-11.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ELAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.7% | +0.2% |
| 7D | -3.1% | -5.4% | +2.4% | -1.5% |
| 30D | +2.7% | +4.7% | -2.0% | +1.2% |
| 3M | +10.8% | -3.7% | +14.4% | +11.1% |
| 6M | +14.4% | -1.2% | +15.6% | +12.9% |
| YTD | +8.7% | +2.4% | +6.3% | +6.1% |
| 1Y | +6.7% | +23.4% | -16.6% | -1.8% |
| 3Y | +87.4% | +96.7% | -9.3% | +23.5% |
| All | +87.4% | +99.1% | -11.7% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ELAN.
Daily Out/Under-Performance
Portfolio return minus ELAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELAN 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 3y: compounded portfolio wealth divided by compounded ELAN 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…
3y analysis · Full analysis span regression · 6 months rolling