+351.6%
ARKK vs JBL
+1,521.2%
-1,169.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +1.0% | -0.3% |
| 7D | -4.7% | -1.0% | -3.7% | -4.2% |
| 30D | +3.1% | -15.1% | +18.1% | +11.9% |
| 3M | +13.8% | -14.0% | +27.8% | +21.3% |
| 6M | +14.0% | +20.6% | -6.7% | +0.2% |
| YTD | +8.0% | +32.9% | -24.9% | -10.7% |
| 1Y | +9.9% | +40.5% | -30.6% | -12.6% |
| 3Y | +90.2% | +183.7% | -93.6% | -2.9% |
| 5Y | -29.9% | +388.3% | -418.2% | -73.5% |
| 10Y | +329.1% | +1,464.9% | -1,135.8% | -7.5% |
| All | +351.6% | +1,521.2% | -1,169.6% | -6.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling