+331.8%
ARKK vs ROL
+211.6%
+120.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.4% |
| 7D | -3.1% | -3.2% | +0.1% | -1.7% |
| 30D | +2.7% | -4.9% | +7.6% | +4.9% |
| 3M | +10.8% | -25.8% | +36.6% | +26.0% |
| 6M | +14.4% | -37.6% | +51.9% | +40.6% |
| YTD | +8.7% | -41.5% | +50.1% | +36.9% |
| 1Y | +6.7% | -39.5% | +46.2% | +31.1% |
| 3Y | +87.4% | +0.1% | +87.3% | +70.9% |
| 5Y | -29.5% | -4.6% | -24.9% | -35.7% |
| All | +331.8% | +211.6% | +120.2% | +134.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROL.
Daily Out/Under-Performance
Portfolio return minus ROL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROL 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 ROL 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