+331.8%
ARKK vs JBL
+1,558.3%
-1,226.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.0% | -4.4% | -2.2% |
| 7D | -3.1% | +2.4% | -5.5% | -4.4% |
| 30D | +2.7% | -13.1% | +15.8% | +10.5% |
| 3M | +10.8% | -15.6% | +26.3% | +19.7% |
| 6M | +14.4% | +24.6% | -10.2% | -2.0% |
| YTD | +8.7% | +39.6% | -30.9% | -13.7% |
| 1Y | +6.7% | +48.6% | -41.9% | -18.9% |
| 3Y | +87.4% | +197.3% | -109.9% | -11.1% |
| 5Y | -29.5% | +413.0% | -442.4% | -76.0% |
| All | +331.8% | +1,558.3% | -1,226.5% | -16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 10y: compounded portfolio wealth divided by compounded JBL 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…
10y analysis · Full analysis span regression · 6 months rolling