+87.4%
ARKK vs ROK
+51.1%
+36.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.0% | -0.4% |
| 7D | -3.1% | -1.2% | -1.8% | -2.3% |
| 30D | +2.7% | -4.8% | +7.5% | +5.7% |
| 3M | +10.8% | -6.1% | +16.9% | +13.9% |
| 6M | +14.4% | +15.5% | -1.1% | +2.4% |
| YTD | +8.7% | +11.2% | -2.5% | -0.6% |
| 1Y | +6.7% | +23.8% | -17.1% | -8.7% |
| 3Y | +87.4% | +53.1% | +34.3% | +33.3% |
| All | +87.4% | +51.1% | +36.3% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROK.
Daily Out/Under-Performance
Portfolio return minus ROK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROK 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 3y: compounded portfolio wealth divided by compounded ROK 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…
3y analysis · Full analysis span regression · 6 months rolling