+89.6%
ARKK vs JD
-8.1%
+97.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.5% | +0.7% | -1.1% |
| 7D | +1.4% | -3.0% | +4.4% | +2.2% |
| 30D | +5.1% | -19.3% | +24.5% | +11.0% |
| 3M | +12.7% | -6.0% | +18.8% | +14.1% |
| 6M | +13.8% | +1.8% | +12.0% | +12.4% |
| YTD | +9.9% | -2.6% | +12.5% | +9.8% |
| 1Y | +10.4% | -17.4% | +27.8% | +15.1% |
| All | +89.6% | -8.1% | +97.7% | +88.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling