+293.0%
ARKK vs RF
+223.4%
+69.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.2% | -3.2% | -2.6% |
| 7D | -0.6% | +1.9% | -2.6% | -1.5% |
| 30D | -11.2% | +7.3% | -18.6% | -14.2% |
| 3M | -9.2% | -7.9% | -1.3% | -5.8% |
| 6M | -3.9% | +10.5% | -14.4% | -9.0% |
| YTD | -2.5% | +9.6% | -12.2% | -7.7% |
| 1Y | -2.7% | +20.3% | -23.0% | -12.0% |
| 3Y | +87.9% | +119.5% | -31.6% | +30.3% |
| 5Y | -35.7% | +48.2% | -83.9% | -47.6% |
| All | +293.0% | +223.4% | +69.7% | +139.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling