+27.7%
ARKK vs OPEN
-74.0%
+101.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | -3.1% | -11.4% | +8.4% | -0.5% |
| 30D | +2.7% | -20.1% | +22.8% | +7.7% |
| 3M | +10.8% | -37.6% | +48.3% | +21.8% |
| 6M | +14.4% | -47.1% | +61.4% | +29.2% |
| YTD | +8.7% | -52.1% | +60.8% | +23.9% |
| 1Y | +6.7% | -73.5% | +80.2% | +33.0% |
| 3Y | +87.4% | -24.4% | +111.8% | +30.0% |
| 5Y | -29.5% | -85.1% | +55.7% | -38.3% |
| All | +27.7% | -74.0% | +101.7% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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