+88.0%
ARKK vs REPL
-17.3%
+105.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -8.4% | +6.6% | -1.1% |
| 7D | -4.7% | -13.4% | +8.7% | -3.5% |
| 30D | +3.1% | -3.0% | +6.1% | +3.1% |
| 3M | +13.8% | +56.3% | -42.6% | +4.5% |
| 6M | +14.0% | +60.9% | -46.9% | -5.4% |
| YTD | +8.0% | +36.2% | -28.2% | -9.1% |
| 1Y | +9.9% | +121.0% | -111.1% | -18.1% |
| 3Y | +90.2% | -32.8% | +123.0% | +29.0% |
| 5Y | -29.9% | -58.7% | +28.8% | -49.8% |
| All | +88.0% | -17.3% | +105.3% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 REPL 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