-28.6%
ARKK vs ROL
-4.6%
-24.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.3% |
| 7D | +1.4% | -3.3% | +4.7% | +2.6% |
| 30D | +5.1% | -7.2% | +12.3% | +7.9% |
| 3M | +12.7% | -27.0% | +39.7% | +26.0% |
| 6M | +13.8% | -39.5% | +53.3% | +36.8% |
| YTD | +9.9% | -41.8% | +51.7% | +33.5% |
| 1Y | +10.4% | -38.9% | +49.3% | +30.2% |
| 3Y | +93.6% | -0.4% | +94.0% | +70.2% |
| All | -28.6% | -4.6% | -24.1% | -43.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling