-28.6%
ARKK vs REPL
-54.7%
+26.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.4% | -1.6% |
| 7D | +1.4% | -9.6% | +11.0% | +2.0% |
| 30D | +5.1% | +5.7% | -0.6% | +4.6% |
| 3M | +12.7% | +56.4% | -43.6% | +6.2% |
| 6M | +13.8% | +67.4% | -53.6% | -0.9% |
| YTD | +9.9% | +48.7% | -38.7% | -3.7% |
| 1Y | +10.4% | +148.3% | -137.9% | -12.8% |
| 3Y | +93.6% | -26.7% | +120.3% | +50.4% |
| All | -28.6% | -54.7% | +26.0% | -43.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling