-34.4%
ARKK vs JD
-62.7%
+28.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.2% | -2.0% |
| 7D | +4.6% | -4.0% | +8.6% | +6.1% |
| 30D | -12.2% | +2.7% | -14.9% | -13.3% |
| 3M | -6.0% | -13.0% | +7.0% | -1.6% |
| 6M | -2.2% | -12.7% | +10.5% | +1.5% |
| YTD | -0.5% | -0.8% | +0.3% | -1.8% |
| 1Y | -6.0% | -8.9% | +2.9% | -4.2% |
| 3Y | +92.5% | +17.0% | +75.5% | +62.0% |
| 5Y | -34.4% | -63.5% | +29.1% | -16.7% |
| All | -34.4% | -62.7% | +28.3% | -16.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling