+293.0%
ARKK vs JD
+31.5%
+261.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.5% | -3.5% | -2.6% |
| 7D | -0.6% | -4.1% | +3.5% | +0.9% |
| 30D | -11.2% | +4.6% | -15.8% | -13.0% |
| 3M | -9.2% | -4.7% | -4.5% | -7.9% |
| 6M | -3.9% | -17.4% | +13.4% | +2.1% |
| YTD | -2.5% | +0.7% | -3.2% | -4.3% |
| 1Y | -2.7% | -5.9% | +3.2% | -2.1% |
| 3Y | +87.9% | +18.9% | +69.0% | +57.5% |
| 5Y | -35.7% | -62.9% | +27.3% | -18.7% |
| All | +293.0% | +31.5% | +261.6% | +238.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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