+86.2%
ARKK vs OPEN
-27.1%
+113.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.7% | +4.9% | -0.9% |
| 7D | -4.7% | -10.5% | +5.9% | -3.2% |
| 30D | +3.1% | -21.8% | +24.8% | +6.5% |
| 3M | +13.8% | -37.5% | +51.3% | +20.8% |
| 6M | +14.0% | -44.1% | +58.1% | +22.2% |
| YTD | +8.0% | -52.0% | +60.0% | +17.2% |
| 1Y | +9.9% | -52.2% | +62.1% | +13.9% |
| All | +86.2% | -27.1% | +113.3% | +51.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling