+86.2%
ARKK vs TAP
-33.1%
+119.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.7% | -1.8% |
| 7D | -4.7% | -5.3% | +0.6% | -4.2% |
| 30D | +3.1% | -7.4% | +10.4% | +3.7% |
| 3M | +13.8% | -4.9% | +18.7% | +14.1% |
| 6M | +14.0% | -14.2% | +28.2% | +16.2% |
| YTD | +8.0% | -14.8% | +22.8% | +9.2% |
| 1Y | +9.9% | -18.1% | +28.0% | +12.3% |
| All | +86.2% | -33.1% | +119.3% | +96.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling