+87.4%
ARKK vs EXPE
+157.0%
-69.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | +0.1% |
| 7D | -3.1% | -5.8% | +2.7% | -1.3% |
| 30D | +2.7% | -13.6% | +16.3% | +7.3% |
| 3M | +10.8% | +25.2% | -14.4% | +0.7% |
| 6M | +14.4% | +22.3% | -8.0% | +4.1% |
| YTD | +8.7% | -0.3% | +9.0% | +5.4% |
| 1Y | +6.7% | +27.8% | -21.1% | -8.3% |
| 3Y | +87.4% | +162.4% | -75.0% | +14.2% |
| All | +87.4% | +157.0% | -69.6% | +14.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling