-29.9%
ARKK vs ROP
-16.6%
-13.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.5% |
| 7D | -4.7% | -8.0% | +3.3% | +0.9% |
| 30D | +3.1% | -2.7% | +5.8% | +4.9% |
| 3M | +13.8% | +16.6% | -2.8% | -0.7% |
| 6M | +14.0% | +10.4% | +3.6% | +3.1% |
| YTD | +8.0% | -12.1% | +20.1% | +17.9% |
| 1Y | +9.9% | -23.6% | +33.5% | +36.3% |
| 3Y | +90.2% | -19.3% | +109.5% | +119.1% |
| 5Y | -29.9% | -15.4% | -14.5% | -30.2% |
| All | -29.9% | -16.6% | -13.3% | -30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROP.
Daily Out/Under-Performance
Portfolio return minus ROP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROP 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 ROP 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