-28.1%
ARKK vs ENTG
+16.8%
-44.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.2% | -1.5% | -0.4% |
| 7D | -3.1% | +1.2% | -4.2% | -3.7% |
| 30D | +2.7% | -12.9% | +15.6% | +9.3% |
| 3M | +10.8% | -3.1% | +13.8% | +6.7% |
| 6M | +14.4% | +21.0% | -6.6% | -5.2% |
| YTD | +8.7% | +67.0% | -58.3% | -26.8% |
| 1Y | +6.7% | +68.6% | -61.9% | -29.7% |
| 3Y | +87.4% | +48.6% | +38.8% | +20.4% |
| All | -28.1% | +16.8% | -44.9% | -45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 ENTG 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