+6.7%
ARKK vs ESI
+34.2%
-27.4%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.4% |
| 7D | -3.1% | -4.6% | +1.6% | -1.3% |
| 30D | +2.7% | -10.5% | +13.2% | +7.1% |
| 3M | +10.8% | -19.8% | +30.6% | +18.9% |
| 6M | +14.4% | +5.8% | +8.6% | +5.6% |
| YTD | +8.7% | +38.3% | -29.6% | -15.9% |
| 1Y | +6.7% | +31.5% | -24.8% | -13.8% |
| All | +6.7% | +34.2% | -27.4% | -13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 1y: compounded portfolio wealth divided by compounded ESI 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…
1y analysis · Full analysis span regression · 6 months rolling