-28.5%
ARKK vs EXEL
+187.2%
-215.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.2% | -1.2% |
| 7D | -4.7% | -2.9% | -1.8% | -3.7% |
| 30D | +3.1% | +11.9% | -8.8% | -1.1% |
| 3M | +13.8% | +9.2% | +4.5% | +9.8% |
| 6M | +14.0% | +39.1% | -25.1% | +0.2% |
| YTD | +8.0% | +31.0% | -23.0% | -3.3% |
| 1Y | +9.9% | +52.3% | -42.4% | -7.9% |
| 3Y | +90.2% | +159.7% | -69.6% | +15.0% |
| All | -28.5% | +187.2% | -215.7% | -63.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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