-44.5%
ARKK vs EXE
+182.2%
-226.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.1% | +2.7% | +1.2% |
| 7D | -3.1% | -3.1% | +0.1% | -2.2% |
| 30D | +2.7% | -0.9% | +3.6% | +2.9% |
| 3M | +10.8% | +9.6% | +1.2% | +7.5% |
| 6M | +14.4% | -11.6% | +26.0% | +17.6% |
| YTD | +8.7% | -12.6% | +21.2% | +11.4% |
| 1Y | +6.7% | +1.2% | +5.6% | +4.2% |
| 3Y | +87.4% | +18.0% | +69.4% | +73.7% |
| 5Y | -29.5% | +101.1% | -130.6% | -41.0% |
| All | -44.5% | +182.2% | -226.7% | -56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 10y: compounded portfolio wealth divided by compounded EXE 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…
10y analysis · Full analysis span regression · 6 months rolling