+331.8%
ARKK vs EQIX
+246.8%
+85.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.7% | -0.2% |
| 7D | -3.1% | +0.2% | -3.2% | -3.2% |
| 30D | +2.7% | -2.5% | +5.2% | +4.3% |
| 3M | +10.8% | 0.0% | +10.8% | +10.0% |
| 6M | +14.4% | +7.6% | +6.7% | +8.5% |
| YTD | +8.7% | +37.5% | -28.9% | -12.7% |
| 1Y | +6.7% | +32.9% | -26.2% | -12.5% |
| 3Y | +87.4% | +42.8% | +44.6% | +43.9% |
| 5Y | -29.5% | +35.8% | -65.3% | -45.1% |
| All | +331.8% | +246.8% | +85.0% | +132.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX 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 10y: compounded portfolio wealth divided by compounded EQIX 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…
10y analysis · Full analysis span regression · 6 months rolling