+343.2%
ARKK vs KNX
+163.9%
+179.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.7% | +1.1% |
| 7D | -1.7% | -4.9% | +3.2% | +0.4% |
| 30D | +4.5% | -5.2% | +9.7% | +6.9% |
| 3M | +12.0% | -15.8% | +27.8% | +20.0% |
| 6M | +20.6% | +32.5% | -11.9% | +4.7% |
| YTD | +10.1% | +32.0% | -21.9% | -4.9% |
| 1Y | +7.8% | +66.2% | -58.3% | -17.0% |
| 3Y | +94.3% | +32.8% | +61.5% | +62.7% |
| 5Y | -26.3% | +40.1% | -66.4% | -39.5% |
| 10Y | +343.2% | +162.1% | +181.1% | +175.0% |
| All | +343.2% | +163.9% | +179.3% | +175.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KNX.
Daily Out/Under-Performance
Portfolio return minus KNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KNX 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 KNX 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