+359.8%
ARKK vs ETR
+303.8%
+55.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.5% | -1.4% |
| 7D | +1.4% | +0.4% | +1.0% | +1.3% |
| 30D | +5.1% | +2.0% | +3.1% | +4.4% |
| 3M | +12.7% | -1.7% | +14.4% | +13.1% |
| 6M | +13.8% | +3.6% | +10.2% | +11.7% |
| YTD | +9.9% | +18.0% | -8.1% | +3.3% |
| 1Y | +10.4% | +26.2% | -15.8% | +1.7% |
| 3Y | +93.6% | +148.0% | -54.4% | +41.9% |
| 5Y | -29.4% | +126.1% | -155.4% | -47.2% |
| 10Y | +336.9% | +302.3% | +34.6% | +192.8% |
| All | +359.8% | +303.8% | +55.9% | +202.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling