-4.9%
ARKK vs EOSE
-60.6%
+55.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.8% |
| 7D | -3.1% | +1.8% | -4.9% | -3.4% |
| 30D | +2.7% | -6.8% | +9.6% | +3.1% |
| 3M | +10.8% | -36.3% | +47.1% | +16.3% |
| 6M | +14.4% | -38.8% | +53.1% | +18.3% |
| YTD | +8.7% | -65.5% | +74.2% | +18.8% |
| 1Y | +6.7% | -45.3% | +52.0% | +6.9% |
| 3Y | +87.4% | +44.2% | +43.2% | +40.9% |
| 5Y | -29.5% | -69.5% | +40.0% | -46.5% |
| All | -4.9% | -60.6% | +55.7% | -28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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