+331.8%
ARKK vs UAL
+112.5%
+219.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.1% | -2.5% | -0.4% |
| 7D | -3.1% | -1.4% | -1.7% | -2.6% |
| 30D | +2.7% | -12.2% | +14.9% | +7.2% |
| 3M | +10.8% | -2.5% | +13.2% | +11.2% |
| 6M | +14.4% | +21.1% | -6.7% | +5.7% |
| YTD | +8.7% | -1.8% | +10.4% | +7.2% |
| 1Y | +6.7% | +0.4% | +6.3% | +4.1% |
| 3Y | +87.4% | +130.3% | -42.9% | +35.2% |
| 5Y | -29.5% | +147.7% | -177.1% | -50.8% |
| All | +331.8% | +112.5% | +219.3% | +196.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling