-28.1%
ARKK vs TD
+125.7%
-153.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +4.4% |
| 3M | +10.8% | +4.8% | +6.0% | +5.5% |
| 6M | +14.4% | +28.0% | -13.6% | -9.7% |
| YTD | +8.7% | +30.3% | -21.6% | -15.6% |
| 1Y | +6.7% | +59.8% | -53.0% | -31.4% |
| 3Y | +87.4% | +124.7% | -37.3% | -13.5% |
| All | -28.1% | +125.7% | -153.8% | -64.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling