-29.9%
ARKK vs EMB
+6.1%
-36.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | +0.2% |
| 7D | -4.7% | -1.1% | -3.6% | -2.1% |
| 30D | +3.1% | -1.1% | +4.1% | +5.9% |
| 3M | +13.8% | -0.8% | +14.5% | +16.5% |
| 6M | +14.0% | -0.1% | +14.0% | +15.5% |
| YTD | +8.0% | +0.4% | +7.5% | +8.2% |
| 1Y | +9.9% | +3.3% | +6.6% | +3.4% |
| 3Y | +90.2% | +29.0% | +61.1% | +10.8% |
| 5Y | -29.9% | +6.3% | -36.2% | -41.7% |
| All | -29.9% | +6.1% | -36.0% | -41.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling