-28.1%
ARKK vs ETR
+122.3%
-150.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | -3.1% | -1.8% | -1.3% | -2.6% |
| 30D | +2.7% | -1.8% | +4.5% | +3.1% |
| 3M | +10.8% | -3.6% | +14.3% | +11.5% |
| 6M | +14.4% | +2.6% | +11.8% | +12.8% |
| YTD | +8.7% | +16.0% | -7.4% | +3.4% |
| 1Y | +6.7% | +20.1% | -13.4% | +0.8% |
| 3Y | +87.4% | +143.6% | -56.2% | +48.4% |
| All | -28.1% | +122.3% | -150.4% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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