+293.0%
ARKK vs M
-7.1%
+300.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.5% | -3.5% | -2.3% |
| 7D | -0.6% | +7.0% | -7.6% | -2.3% |
| 30D | -11.2% | +8.9% | -20.1% | -13.2% |
| 3M | -9.2% | +4.5% | -13.7% | -10.5% |
| 6M | -3.9% | +36.2% | -40.1% | -11.7% |
| YTD | -2.5% | +15.1% | -17.6% | -7.3% |
| 1Y | -2.7% | +27.4% | -30.2% | -10.1% |
| 3Y | +87.9% | +160.1% | -72.2% | +40.4% |
| 5Y | -35.7% | -1.6% | -34.1% | -42.4% |
| All | +293.0% | -7.1% | +300.1% | +211.4% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 M 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