-29.9%
ARKK vs ENB
+61.9%
-91.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.8% | +2.1% | +0.3% |
| 7D | -4.7% | -4.6% | -0.1% | -2.3% |
| 30D | +3.1% | -5.2% | +8.3% | +5.8% |
| 3M | +13.8% | -13.4% | +27.2% | +22.3% |
| 6M | +14.0% | -7.8% | +21.8% | +17.2% |
| YTD | +8.0% | +4.9% | +3.1% | +1.4% |
| 1Y | +9.9% | +3.2% | +6.7% | +4.0% |
| 3Y | +90.2% | +71.0% | +19.2% | +16.8% |
| 5Y | -29.9% | +64.0% | -93.9% | -53.9% |
| All | -29.9% | +61.9% | -91.8% | -53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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