-35.1%
ARKK vs JBHT
+22.5%
-57.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.3% | -4.3% | -3.2% |
| 7D | -0.6% | +7.0% | -7.7% | -4.3% |
| 30D | -11.2% | +0.5% | -11.7% | -11.5% |
| 3M | -9.2% | -17.4% | +8.2% | -0.2% |
| 6M | -3.9% | -1.7% | -2.2% | -5.8% |
| YTD | -2.5% | +20.7% | -23.2% | -16.8% |
| 1Y | -2.7% | +41.1% | -43.8% | -24.8% |
| 3Y | +87.9% | +38.0% | +49.9% | +40.2% |
| All | -35.1% | +22.5% | -57.7% | -50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT 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 JBHT 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