+331.8%
ARKK vs KMX
+11.6%
+320.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | 0.0% |
| 7D | -3.1% | -3.1% | +0.1% | -1.7% |
| 30D | +2.7% | +4.4% | -1.7% | +0.7% |
| 3M | +10.8% | +18.9% | -8.1% | +1.4% |
| 6M | +14.4% | +44.3% | -29.9% | -5.9% |
| YTD | +8.7% | +58.7% | -50.0% | -15.5% |
| 1Y | +6.7% | +0.1% | +6.6% | 0.0% |
| 3Y | +87.4% | -24.4% | +111.8% | +95.3% |
| 5Y | -29.5% | -54.4% | +25.0% | -11.4% |
| All | +331.8% | +11.6% | +320.2% | +279.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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