+95.2%
ARKK vs REPL
-6.0%
+101.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.6% | -0.9% |
| 7D | +1.9% | -3.0% | +4.9% | +2.1% |
| 30D | +13.2% | +27.1% | -14.0% | +10.6% |
| 3M | +7.7% | +52.4% | -44.7% | -0.7% |
| 6M | +15.1% | +107.4% | -92.4% | -7.1% |
| YTD | +12.1% | +54.7% | -42.6% | -6.6% |
| 1Y | +14.9% | +158.9% | -143.9% | -15.8% |
| 3Y | +99.3% | -23.7% | +123.0% | +33.8% |
| 5Y | -29.9% | -54.3% | +24.4% | -50.1% |
| All | +95.2% | -6.0% | +101.2% | +1.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling