+87.9%
ARKK vs ROL
+5.9%
+82.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.6% | -4.5% | -2.1% |
| 7D | -0.6% | +3.0% | -3.6% | -0.8% |
| 30D | -11.2% | +19.8% | -31.0% | -12.5% |
| 3M | -9.2% | +7.9% | -17.1% | -9.3% |
| 6M | -3.9% | -25.6% | +21.7% | +1.1% |
| YTD | -2.5% | -34.1% | +31.6% | +4.7% |
| 1Y | -2.7% | -31.4% | +28.7% | +3.4% |
| 3Y | +87.9% | +4.7% | +83.2% | +86.0% |
| All | +87.9% | +5.9% | +82.0% | +86.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling