+6.7%
ARKK vs TAP
-17.5%
+24.3%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.6% | +0.9% |
| 7D | -3.1% | -3.9% | +0.8% | -4.0% |
| 30D | +2.7% | -5.3% | +8.0% | +1.4% |
| 3M | +10.8% | -3.8% | +14.5% | +10.3% |
| 6M | +14.4% | -11.4% | +25.8% | +12.1% |
| YTD | +8.7% | -13.7% | +22.4% | +5.3% |
| 1Y | +6.7% | -17.2% | +23.9% | +3.5% |
| All | +6.7% | -17.5% | +24.3% | +3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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