+87.4%
ARKK vs TD
+127.3%
-39.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | 0.0% |
| 7D | -3.1% | -0.5% | -2.5% | -2.6% |
| 30D | +2.7% | -1.9% | +4.6% | +4.3% |
| 3M | +10.8% | +4.8% | +6.0% | +5.7% |
| 6M | +14.4% | +28.0% | -13.6% | -8.9% |
| YTD | +8.7% | +30.3% | -21.6% | -14.7% |
| 1Y | +6.7% | +59.8% | -53.0% | -29.7% |
| 3Y | +87.4% | +124.7% | -37.3% | -10.8% |
| All | +87.4% | +127.3% | -39.9% | -10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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