-3.7%
ARKK vs ROST
+54.7%
-58.4%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.1% | -6.0% | -0.9% |
| 7D | -6.7% | +7.8% | -14.5% | -7.8% |
| 30D | -13.4% | +8.6% | -21.9% | -14.6% |
| 3M | +4.7% | -1.9% | +6.6% | +5.1% |
| 6M | +2.7% | +9.1% | -6.4% | +0.3% |
| YTD | +4.5% | +37.2% | -32.8% | -8.0% |
| 1Y | -3.7% | +52.7% | -56.5% | -19.1% |
| All | -3.7% | +54.7% | -58.4% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROST.
Daily Out/Under-Performance
Portfolio return minus ROST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROST 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 1y: compounded portfolio wealth divided by compounded ROST 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…
1y analysis · Full analysis span regression · 6 months rolling