+368.8%
ARKK vs KMB
+45.8%
+323.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -0.8% |
| 7D | +1.9% | -3.0% | +5.0% | +2.4% |
| 30D | +13.2% | -5.5% | +18.7% | +14.2% |
| 3M | +7.7% | +14.0% | -6.3% | +5.0% |
| 6M | +15.1% | +4.1% | +11.0% | +13.9% |
| YTD | +12.1% | +8.0% | +4.0% | +10.1% |
| 1Y | +14.9% | -13.7% | +28.7% | +17.4% |
| 3Y | +99.3% | -5.9% | +105.3% | +96.4% |
| 5Y | -29.9% | -8.6% | -21.3% | -31.2% |
| 10Y | +351.6% | +17.3% | +334.3% | +314.7% |
| All | +368.8% | +45.8% | +323.0% | +291.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling