-29.4%
ARKK vs EXPD
+61.0%
-90.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.3% | -3.0% | -2.5% |
| 7D | +1.4% | +1.2% | +0.2% | +0.7% |
| 30D | +5.1% | +5.2% | -0.1% | +2.1% |
| 3M | +12.7% | +13.2% | -0.5% | +4.5% |
| 6M | +13.8% | +30.3% | -16.5% | -4.1% |
| YTD | +9.9% | +27.0% | -17.1% | -7.4% |
| 1Y | +10.4% | +57.3% | -46.9% | -21.0% |
| 3Y | +93.6% | +70.0% | +23.6% | +26.2% |
| 5Y | -29.4% | +61.6% | -91.0% | -57.7% |
| All | -29.4% | +61.0% | -90.4% | -57.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling