+31.7%
ARKK vs OPEN
-70.7%
+102.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.2% |
| 7D | +1.9% | -4.3% | +6.2% | +2.9% |
| 30D | +13.2% | -16.2% | +29.4% | +17.4% |
| 3M | +7.7% | -36.4% | +44.0% | +17.9% |
| 6M | +15.1% | -35.5% | +50.5% | +24.5% |
| YTD | +12.1% | -46.0% | +58.1% | +24.5% |
| 1Y | +14.9% | -47.1% | +62.1% | +16.1% |
| 3Y | +99.3% | -19.0% | +118.3% | +36.9% |
| 5Y | -29.9% | -83.6% | +53.7% | -40.0% |
| All | +31.7% | -70.7% | +102.4% | +2.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling