-28.1%
ARKK vs MKTX
-60.5%
+32.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | -3.1% | -0.2% | -2.8% | -3.0% |
| 30D | +2.7% | +0.7% | +2.0% | +2.5% |
| 3M | +10.8% | +40.8% | -30.0% | -3.3% |
| 6M | +14.4% | -8.0% | +22.4% | +17.2% |
| YTD | +8.7% | -8.7% | +17.4% | +11.3% |
| 1Y | +6.7% | -11.8% | +18.6% | +10.4% |
| 3Y | +87.4% | -24.0% | +111.4% | +89.3% |
| All | -28.1% | -60.5% | +32.4% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 5y: compounded portfolio wealth divided by compounded MKTX 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…
5y analysis · Full analysis span regression · 6 months rolling