+14.9%
ARKK vs UAL
+5.0%
+10.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.5% | -3.6% | -2.0% |
| 7D | +1.9% | +0.7% | +1.2% | +1.6% |
| 30D | +13.2% | -16.1% | +29.3% | +20.6% |
| 3M | +7.7% | +6.1% | +1.5% | +4.5% |
| 6M | +15.1% | +10.8% | +4.2% | +8.5% |
| YTD | +12.1% | -0.4% | +12.5% | +9.3% |
| 1Y | +14.9% | +5.0% | +9.9% | +9.0% |
| All | +14.9% | +5.0% | +10.0% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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