+368.0%
ARKK vs ENB
+104.9%
+263.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -0.9% | -0.5% |
| 7D | +3.6% | -0.5% | +4.1% | +3.8% |
| 30D | +8.4% | -0.2% | +8.6% | +8.3% |
| 3M | +13.4% | -7.5% | +21.0% | +16.8% |
| 6M | +18.9% | -4.1% | +23.0% | +20.0% |
| YTD | +11.9% | +9.8% | +2.1% | +5.6% |
| 1Y | +13.1% | +8.7% | +4.4% | +6.9% |
| 3Y | +97.1% | +79.0% | +18.1% | +45.3% |
| 5Y | -27.8% | +69.1% | -96.9% | -44.8% |
| 10Y | +338.5% | +96.5% | +242.0% | +196.6% |
| All | +368.0% | +104.9% | +263.1% | +208.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling