+87.9%
ARKK vs KMB
+2.5%
+85.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.1% | -4.1% | -1.8% |
| 7D | -0.6% | +0.9% | -1.5% | -0.5% |
| 30D | -11.2% | +10.1% | -21.3% | -10.4% |
| 3M | -9.2% | 0.0% | -9.2% | -9.2% |
| 6M | -3.9% | +15.7% | -19.6% | -2.1% |
| YTD | -2.5% | +12.6% | -15.2% | -0.8% |
| 1Y | -2.7% | +10.1% | -12.9% | -1.2% |
| 3Y | +87.9% | +2.1% | +85.8% | +83.9% |
| All | +87.9% | +2.5% | +85.4% | +83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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