+368.0%
ARKK vs EXPE
+248.2%
+119.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -7.9% | +7.7% | +2.8% |
| 7D | +3.6% | -9.8% | +13.4% | +7.5% |
| 30D | +8.4% | -11.5% | +19.9% | +12.8% |
| 3M | +13.4% | +21.7% | -8.3% | +3.5% |
| 6M | +18.9% | +10.4% | +8.5% | +11.9% |
| YTD | +11.9% | -2.5% | +14.4% | +8.8% |
| 1Y | +13.1% | +27.3% | -14.3% | -2.9% |
| 3Y | +97.1% | +153.5% | -56.4% | +23.5% |
| 5Y | -27.8% | +91.1% | -118.9% | -50.8% |
| 10Y | +338.5% | +153.1% | +185.4% | +138.4% |
| All | +368.0% | +248.2% | +119.8% | +139.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded EXPE 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling