-35.1%
ARKK vs ROL
+15.7%
-50.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.6% | -4.5% | -2.8% |
| 7D | -0.6% | +3.0% | -3.6% | -1.6% |
| 30D | -11.2% | +19.8% | -31.0% | -16.7% |
| 3M | -9.2% | +7.9% | -17.1% | -11.9% |
| 6M | -3.9% | -25.6% | +21.7% | +7.3% |
| YTD | -2.5% | -34.1% | +31.6% | +13.9% |
| 1Y | -2.7% | -31.4% | +28.7% | +11.2% |
| 3Y | +87.9% | +4.7% | +83.2% | +62.6% |
| All | -35.1% | +15.7% | -50.8% | -52.4% |
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