+96.6%
ARKK vs ES
+50.8%
+45.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.5% | +1.6% |
| 7D | -2.4% | +0.1% | -2.5% | -2.4% |
| 30D | -10.8% | +6.7% | -17.6% | -11.8% |
| 3M | -2.6% | +0.3% | -3.0% | -2.8% |
| 6M | -1.9% | +7.4% | -9.4% | -3.6% |
| YTD | +2.0% | +8.4% | -6.4% | -0.2% |
| 1Y | -4.4% | +0.6% | -5.0% | -5.3% |
| All | +96.6% | +50.8% | +45.8% | +58.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ES.
Daily Out/Under-Performance
Portfolio return minus ES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ES 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 3y: compounded portfolio wealth divided by compounded ES 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…
3y analysis · Full analysis span regression · 6 months rolling