+354.4%
ARKK vs JBLU
-61.5%
+416.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +10.4% |
| 3M | +10.8% | -11.6% | +22.4% | +13.2% |
| 6M | +14.4% | -0.2% | +14.6% | +11.4% |
| YTD | +8.7% | -3.3% | +12.0% | +5.0% |
| 1Y | +6.7% | -15.4% | +22.1% | +6.5% |
| 3Y | +87.4% | -14.7% | +102.1% | +61.8% |
| 5Y | -29.5% | -70.0% | +40.6% | -18.5% |
| 10Y | +331.8% | -72.9% | +404.7% | +370.3% |
| All | +354.4% | -61.5% | +416.0% | +394.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling