+93.0%
ARKK vs KEY
+121.8%
-28.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.6% | +1.0% |
| 7D | +3.6% | +2.7% | +0.9% | +1.8% |
| 30D | +8.4% | -3.2% | +11.6% | +10.5% |
| 3M | +13.4% | +1.0% | +12.5% | +12.2% |
| 6M | +18.9% | +11.9% | +7.0% | +9.5% |
| YTD | +11.9% | +8.7% | +3.2% | +4.6% |
| 1Y | +13.1% | +18.5% | -5.4% | -0.7% |
| All | +93.0% | +121.8% | -28.8% | +9.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling