-3.7%
ARKK vs RF
+25.4%
-29.2%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.4% |
| 7D | -6.7% | +2.3% | -8.9% | -7.3% |
| 30D | -13.4% | +7.2% | -20.6% | -15.3% |
| 3M | +4.7% | -8.2% | +12.9% | +7.6% |
| 6M | +2.7% | +7.0% | -4.3% | -1.5% |
| YTD | +4.5% | +10.3% | -5.8% | -4.6% |
| 1Y | -3.7% | +25.1% | -28.8% | -21.5% |
| All | -3.7% | +25.4% | -29.2% | -21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 1y: compounded portfolio wealth divided by compounded RF 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…
1y analysis · Full analysis span regression · 6 months rolling