+331.8%
ARKK vs JBLU
-72.4%
+404.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | -3.1% | -5.0% | +1.9% | -1.7% |
| 30D | +2.7% | -23.9% | +26.6% | +10.6% |
| 3M | +10.8% | -11.6% | +22.4% | +13.2% |
| 6M | +14.4% | -0.2% | +14.6% | +11.3% |
| YTD | +8.7% | -3.3% | +12.0% | +4.8% |
| 1Y | +6.7% | -15.4% | +22.1% | +6.4% |
| 3Y | +87.4% | -14.7% | +102.1% | +60.2% |
| 5Y | -29.5% | -70.0% | +40.6% | -18.3% |
| All | +331.8% | -72.4% | +404.2% | +371.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling