-29.9%
ARKK vs OPEN
-85.3%
+55.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.7% | +4.9% | -0.3% |
| 7D | -4.7% | -10.5% | +5.9% | -2.4% |
| 30D | +3.1% | -21.8% | +24.8% | +8.6% |
| 3M | +13.8% | -37.5% | +51.3% | +25.1% |
| 6M | +14.0% | -44.1% | +58.1% | +27.3% |
| YTD | +8.0% | -52.0% | +60.0% | +23.1% |
| 1Y | +9.9% | -52.2% | +62.1% | +13.7% |
| 3Y | +90.2% | -25.9% | +116.1% | +31.5% |
| 5Y | -29.9% | -85.1% | +55.2% | -34.8% |
| All | -29.9% | -85.3% | +55.4% | -34.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling