-28.1%
ARKK vs UEC
+198.6%
-226.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.2% | +5.8% | +2.0% |
| 7D | -3.1% | -9.4% | +6.4% | -0.5% |
| 30D | +2.7% | -8.0% | +10.7% | +4.7% |
| 3M | +10.8% | -1.7% | +12.5% | +10.5% |
| 6M | +14.4% | -26.1% | +40.5% | +20.6% |
| YTD | +8.7% | -10.5% | +19.2% | +7.4% |
| 1Y | +6.7% | -13.3% | +20.0% | +3.7% |
| 3Y | +87.4% | +116.4% | -29.0% | +24.9% |
| All | -28.1% | +198.6% | -226.7% | -62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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