-13.9%
ARKK vs JBLU
-15.1%
+1.2%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -2.0% | -7.0% | -8.6% |
| 7D | -14.9% | +14.4% | -29.3% | -17.3% |
| 30D | -19.2% | -13.4% | -5.8% | -17.3% |
| 3M | -4.0% | -45.1% | +41.1% | +7.3% |
| 6M | -4.5% | -27.9% | +23.4% | -0.1% |
| YTD | -4.9% | -23.3% | +18.4% | -7.9% |
| 1Y | -13.9% | -18.6% | +4.7% | -19.8% |
| All | -13.9% | -15.1% | +1.2% | -19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 1y: compounded portfolio wealth divided by compounded JBLU 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…
1y analysis · Full analysis span regression · 6 months rolling