+368.8%
ARKK vs EXPD
+416.8%
-48.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -1.9% | -1.6% |
| 7D | +1.9% | -1.1% | +3.1% | +2.6% |
| 30D | +13.2% | +4.1% | +9.1% | +10.6% |
| 3M | +7.7% | +17.9% | -10.2% | -2.4% |
| 6M | +15.1% | +29.2% | -14.2% | -2.2% |
| YTD | +12.1% | +27.4% | -15.3% | -5.2% |
| 1Y | +14.9% | +56.8% | -41.9% | -15.7% |
| 3Y | +99.3% | +68.0% | +31.3% | +37.4% |
| 5Y | -29.9% | +61.9% | -91.8% | -51.3% |
| 10Y | +351.6% | +316.0% | +35.6% | +94.0% |
| All | +368.8% | +416.8% | -48.0% | +87.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling