-35.1%
ARKK vs EXR
-1.8%
-33.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.1% |
| 7D | -0.6% | -0.4% | -0.2% | -0.4% |
| 30D | -11.2% | +18.2% | -29.4% | -19.1% |
| 3M | -9.2% | +7.3% | -16.5% | -12.8% |
| 6M | -3.9% | +13.8% | -17.8% | -11.4% |
| YTD | -2.5% | +25.9% | -28.4% | -15.7% |
| 1Y | -2.7% | +25.8% | -28.5% | -16.0% |
| 3Y | +87.9% | +53.7% | +34.2% | +33.9% |
| All | -35.1% | -1.8% | -33.4% | -41.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling