-28.1%
ARKK vs EWJ
+50.5%
-78.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.2% | -1.6% | -2.4% |
| 7D | -3.1% | +0.3% | -3.3% | -3.5% |
| 30D | +2.7% | +0.8% | +1.9% | +1.6% |
| 3M | +10.8% | +7.5% | +3.3% | -0.1% |
| 6M | +14.4% | +15.6% | -1.2% | -7.0% |
| YTD | +8.7% | +22.7% | -14.1% | -19.9% |
| 1Y | +6.7% | +26.4% | -19.7% | -24.7% |
| 3Y | +87.4% | +72.5% | +14.9% | -21.8% |
| All | -28.1% | +50.5% | -78.6% | -64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EWJ.
Daily Out/Under-Performance
Portfolio return minus EWJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWJ 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 EWJ 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