-27.8%
ARKK vs URI
+206.8%
-234.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.5% |
| 7D | +3.6% | +2.5% | +1.1% | +2.2% |
| 30D | +8.4% | -12.5% | +20.9% | +16.4% |
| 3M | +13.4% | -6.2% | +19.6% | +16.0% |
| 6M | +18.9% | +25.9% | -7.0% | -0.7% |
| YTD | +11.9% | +26.2% | -14.3% | -8.7% |
| 1Y | +13.1% | +5.5% | +7.6% | +3.4% |
| 3Y | +97.1% | +125.0% | -27.9% | +2.3% |
| 5Y | -27.8% | +210.4% | -238.2% | -72.8% |
| All | -27.8% | +206.8% | -234.6% | -72.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling