+368.0%
ARKK vs EMB
+45.9%
+322.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | 0.0% | +0.1% |
| 7D | +3.6% | +0.3% | +3.3% | +3.1% |
| 30D | +8.4% | -0.5% | +8.9% | +9.5% |
| 3M | +13.4% | +0.3% | +13.1% | +13.2% |
| 6M | +18.9% | +1.2% | +17.7% | +17.5% |
| YTD | +11.9% | +1.5% | +10.4% | +10.0% |
| 1Y | +13.1% | +4.8% | +8.3% | +4.7% |
| 3Y | +97.1% | +30.4% | +66.7% | +25.0% |
| 5Y | -27.8% | +7.3% | -35.0% | -35.0% |
| 10Y | +338.5% | +29.7% | +308.8% | +215.7% |
| All | +368.0% | +45.9% | +322.2% | +192.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling