-3.7%
ARKK vs TMF
-23.9%
+20.1%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.5% | -2.4% | -0.7% |
| 7D | -6.7% | +4.0% | -10.7% | -7.9% |
| 30D | -13.4% | +19.5% | -32.8% | -19.1% |
| 3M | +4.7% | -3.5% | +8.2% | +6.6% |
| 6M | +2.7% | -10.6% | +13.3% | +7.4% |
| YTD | +4.5% | -17.1% | +21.6% | +11.0% |
| 1Y | -3.7% | -24.3% | +20.5% | +3.5% |
| All | -3.7% | -23.9% | +20.1% | +3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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