+331.8%
ARKK vs KEY
+172.4%
+159.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.4% |
| 7D | -3.1% | -1.5% | -1.5% | -2.4% |
| 30D | +2.7% | -3.7% | +6.4% | +4.2% |
| 3M | +10.8% | -1.3% | +12.0% | +11.1% |
| 6M | +14.4% | +13.3% | +1.1% | +8.2% |
| YTD | +8.7% | +9.0% | -0.3% | +4.4% |
| 1Y | +6.7% | +18.7% | -11.9% | -1.2% |
| 3Y | +87.4% | +125.3% | -37.9% | +35.1% |
| 5Y | -29.5% | +40.2% | -69.7% | -41.2% |
| All | +331.8% | +172.4% | +159.4% | +168.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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