-34.4%
ARKK vs UAL
+116.7%
-151.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -6.0% | +3.5% | +0.5% |
| 7D | +4.6% | +0.7% | +3.9% | +4.1% |
| 30D | -12.2% | +7.8% | -20.0% | -15.8% |
| 3M | -6.0% | -11.1% | +5.1% | -1.2% |
| 6M | -2.2% | +16.1% | -18.3% | -11.3% |
| YTD | -0.5% | -0.5% | 0.0% | -4.4% |
| 1Y | -6.0% | +11.3% | -17.3% | -15.0% |
| 3Y | +92.5% | +192.8% | -100.3% | -6.8% |
| 5Y | -34.4% | +123.3% | -157.6% | -66.3% |
| All | -34.4% | +116.7% | -151.0% | -66.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling