+329.1%
ARKK vs URI
+1,233.8%
-904.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.9% | +2.1% | -0.1% |
| 7D | -4.7% | -0.5% | -4.2% | -4.5% |
| 30D | +3.1% | -13.4% | +16.4% | +9.6% |
| 3M | +13.8% | -6.2% | +20.0% | +15.9% |
| 6M | +14.0% | +28.0% | -14.0% | -1.5% |
| YTD | +8.0% | +23.0% | -15.0% | -6.2% |
| 1Y | +9.9% | +5.5% | +4.4% | +2.5% |
| 3Y | +90.2% | +119.2% | -29.0% | +24.6% |
| 5Y | -29.9% | +201.0% | -230.9% | -60.5% |
| All | +329.1% | +1,233.8% | -904.7% | +43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded URI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling