+86.2%
ARKK vs EMB
+29.4%
+56.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | +0.5% |
| 7D | -4.7% | -1.1% | -3.6% | -1.6% |
| 30D | +3.1% | -1.1% | +4.1% | +6.4% |
| 3M | +13.8% | -0.8% | +14.5% | +16.9% |
| 6M | +14.0% | -0.1% | +14.0% | +15.7% |
| YTD | +8.0% | +0.4% | +7.5% | +8.1% |
| 1Y | +9.9% | +3.3% | +6.6% | +2.5% |
| All | +86.2% | +29.4% | +56.8% | +0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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