-29.9%
ARKK vs S
-70.4%
+40.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.9% | -3.7% | -2.6% |
| 7D | -4.7% | +0.1% | -4.7% | -4.7% |
| 30D | +3.1% | -11.8% | +14.9% | +8.0% |
| 3M | +13.8% | +33.9% | -20.2% | -2.5% |
| 6M | +14.0% | +40.1% | -26.1% | -6.3% |
| YTD | +8.0% | +32.1% | -24.1% | -9.5% |
| 1Y | +9.9% | +11.0% | -1.1% | -0.8% |
| 3Y | +90.2% | +16.9% | +73.2% | +55.5% |
| 5Y | -29.9% | -68.9% | +39.0% | -13.0% |
| All | -29.9% | -70.4% | +40.5% | -13.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling