-28.1%
ARKK vs JBLU
-70.3%
+42.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | -3.1% | -5.0% | +1.9% | -1.5% |
| 30D | +2.7% | -23.9% | +26.6% | +11.9% |
| 3M | +10.8% | -11.6% | +22.4% | +13.5% |
| 6M | +14.4% | -0.2% | +14.6% | +10.4% |
| YTD | +8.7% | -3.3% | +12.0% | +3.6% |
| 1Y | +6.7% | -15.4% | +22.1% | +5.9% |
| 3Y | +87.4% | -14.7% | +102.1% | +41.6% |
| All | -28.1% | -70.3% | +42.2% | -2.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling