+368.0%
ARKK vs NDAQ
+700.3%
-332.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | +1.2% |
| 7D | +3.6% | -2.6% | +6.2% | +5.6% |
| 30D | +8.4% | +0.5% | +7.9% | +8.0% |
| 3M | +13.4% | +9.9% | +3.5% | +4.4% |
| 6M | +18.9% | +8.2% | +10.7% | +10.2% |
| YTD | +11.9% | -1.5% | +13.4% | +10.6% |
| 1Y | +13.1% | +1.3% | +11.8% | +9.0% |
| 3Y | +97.1% | +92.6% | +4.5% | +18.0% |
| 5Y | -27.8% | +53.8% | -81.6% | -48.8% |
| 10Y | +338.5% | +376.0% | -37.5% | +72.2% |
| All | +368.0% | +700.3% | -332.2% | +50.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling