+87.4%
ARKK vs EXR
+23.2%
+64.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.2% | +0.3% |
| 7D | -3.1% | -1.2% | -1.9% | -2.6% |
| 30D | +2.7% | -6.2% | +8.9% | +5.3% |
| 3M | +10.8% | -7.4% | +18.2% | +13.6% |
| 6M | +14.4% | -0.5% | +14.9% | +13.8% |
| YTD | +8.7% | +8.1% | +0.6% | +4.0% |
| 1Y | +6.7% | -2.9% | +9.6% | +6.6% |
| 3Y | +87.4% | +22.9% | +64.5% | +66.1% |
| All | +87.4% | +23.2% | +64.2% | +66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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