+9.9%
ARKK vs EXPD
+59.0%
-49.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -1.8% |
| 7D | -4.7% | +1.2% | -5.9% | -4.8% |
| 30D | +3.1% | +6.8% | -3.8% | +2.6% |
| 3M | +13.8% | +14.9% | -1.2% | +12.7% |
| 6M | +14.0% | +34.6% | -20.7% | +11.7% |
| YTD | +8.0% | +27.7% | -19.7% | +7.0% |
| 1Y | +9.9% | +57.7% | -47.7% | +12.6% |
| All | +9.9% | +59.0% | -49.1% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 1y: compounded portfolio wealth divided by compounded EXPD 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…
1y analysis · Full analysis span regression · 6 months rolling