-35.0%
ARKK vs S
-57.1%
+22.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.8% |
| 7D | -3.1% | -0.7% | -2.4% | -2.8% |
| 30D | +2.7% | -11.4% | +14.2% | +7.3% |
| 3M | +10.8% | +33.8% | -23.0% | -4.4% |
| 6M | +14.4% | +39.5% | -25.1% | -5.0% |
| YTD | +8.7% | +31.7% | -23.0% | -8.1% |
| 1Y | +6.7% | +7.0% | -0.2% | -1.5% |
| 3Y | +87.4% | +11.8% | +75.6% | +58.7% |
| 5Y | -29.5% | -69.0% | +39.6% | -16.2% |
| All | -35.0% | -57.1% | +22.0% | -26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 10y: compounded portfolio wealth divided by compounded S 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…
10y analysis · Full analysis span regression · 6 months rolling