-29.9%
ARKK vs URA
+121.8%
-151.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.0% | +2.2% | +0.4% |
| 7D | -4.7% | -1.5% | -3.2% | -3.9% |
| 30D | +3.1% | -0.4% | +3.4% | +3.2% |
| 3M | +13.8% | +6.3% | +7.5% | +9.7% |
| 6M | +14.0% | -14.0% | +27.9% | +22.0% |
| YTD | +8.0% | +5.3% | +2.7% | +1.8% |
| 1Y | +9.9% | +11.7% | -1.7% | -2.0% |
| 3Y | +90.2% | +109.8% | -19.6% | +8.6% |
| 5Y | -29.9% | +108.0% | -137.8% | -62.4% |
| All | -29.9% | +121.8% | -151.7% | -62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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