+6.7%
ARKK vs URI
+5.3%
+1.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -3.1% | -2.1% | -1.0% | -2.7% |
| 30D | +2.7% | -12.4% | +15.1% | +4.9% |
| 3M | +10.8% | -7.3% | +18.0% | +11.9% |
| 6M | +14.4% | +27.2% | -12.8% | +8.3% |
| YTD | +8.7% | +23.0% | -14.3% | +1.6% |
| 1Y | +6.7% | +3.9% | +2.8% | +5.1% |
| All | +6.7% | +5.3% | +1.5% | +5.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling