+310.3%
ARKK vs JBHT
+207.1%
+103.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.7% | +3.8% | +3.5% |
| 7D | -6.6% | -1.6% | -5.0% | -5.7% |
| 30D | -14.5% | -2.3% | -12.3% | -13.6% |
| 3M | -0.4% | -18.5% | +18.1% | +9.3% |
| 6M | -5.2% | -11.3% | +6.1% | -1.5% |
| YTD | -1.9% | +12.6% | -14.5% | -10.9% |
| 1Y | -6.7% | +29.8% | -36.5% | -21.6% |
| 3Y | +89.7% | +28.1% | +61.7% | +55.1% |
| 5Y | -37.3% | +17.7% | -55.0% | -46.5% |
| 10Y | +324.8% | +196.1% | +128.7% | +123.9% |
| All | +310.3% | +207.1% | +103.2% | +109.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling