+87.9%
ARKK vs EXPE
+121.7%
-33.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.8% | -1.6% |
| 7D | -0.6% | -0.5% | -0.1% | -0.5% |
| 30D | -11.2% | -6.1% | -5.1% | -10.2% |
| 3M | -9.2% | -21.3% | +12.1% | -3.4% |
| 6M | -3.9% | +19.0% | -22.9% | -12.0% |
| YTD | -2.5% | -8.4% | +5.9% | -3.7% |
| 1Y | -2.7% | -2.8% | +0.1% | -6.5% |
| 3Y | +87.9% | +120.8% | -32.9% | +15.8% |
| All | +87.9% | +121.7% | -33.8% | +15.8% |
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