-28.1%
ARKK vs TNA
-23.3%
-4.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | 0.0% |
| 7D | -3.1% | -7.3% | +4.2% | +1.1% |
| 30D | +2.7% | -14.2% | +16.9% | +11.7% |
| 3M | +10.8% | -4.6% | +15.3% | +13.3% |
| 6M | +14.4% | +36.9% | -22.5% | -6.2% |
| YTD | +8.7% | +42.5% | -33.9% | -13.6% |
| 1Y | +6.7% | +45.8% | -39.0% | -17.4% |
| 3Y | +87.4% | +104.7% | -17.3% | +2.5% |
| All | -28.1% | -23.3% | -4.8% | -40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 TNA 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