-29.4%
ARKK vs KEY
+40.7%
-70.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.6% |
| 7D | +1.4% | -0.3% | +1.7% | +1.6% |
| 30D | +5.1% | -3.3% | +8.4% | +6.8% |
| 3M | +12.7% | -0.7% | +13.5% | +12.8% |
| 6M | +13.8% | +12.5% | +1.3% | +6.3% |
| YTD | +9.9% | +8.4% | +1.5% | +4.5% |
| 1Y | +10.4% | +18.4% | -8.0% | -0.2% |
| 3Y | +93.6% | +123.3% | -29.7% | +27.4% |
| 5Y | -29.4% | +38.8% | -68.2% | -38.3% |
| All | -29.4% | +40.7% | -70.1% | -38.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling