+89.6%
ARKK vs S
+13.6%
+76.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.8% | -1.8% |
| 7D | +1.4% | -1.2% | +2.6% | +1.9% |
| 30D | +5.1% | -12.6% | +17.7% | +9.9% |
| 3M | +12.7% | +27.6% | -14.8% | +0.3% |
| 6M | +13.8% | +35.5% | -21.6% | -3.2% |
| YTD | +9.9% | +29.6% | -19.7% | -5.4% |
| 1Y | +10.4% | +8.1% | +2.3% | +2.3% |
| All | +89.6% | +13.6% | +76.0% | +62.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling