-29.9%
ARKK vs NDAQ
+48.4%
-78.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.6% | +0.3% |
| 7D | -4.7% | -6.8% | +2.1% | +1.5% |
| 30D | +3.1% | -3.2% | +6.2% | +6.0% |
| 3M | +13.8% | +6.5% | +7.3% | +5.3% |
| 6M | +14.0% | +5.7% | +8.2% | +5.4% |
| YTD | +8.0% | -4.6% | +12.6% | +9.6% |
| 1Y | +9.9% | -1.6% | +11.5% | +7.3% |
| 3Y | +90.2% | +86.4% | +3.7% | -8.0% |
| 5Y | -29.9% | +50.3% | -80.2% | -61.0% |
| All | -29.9% | +48.4% | -78.3% | -61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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