-35.1%
ARKK vs URI
+203.0%
-238.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.7% | -1.3% |
| 7D | -0.6% | +6.7% | -7.3% | -4.2% |
| 30D | -11.2% | +8.9% | -20.1% | -15.3% |
| 3M | -9.2% | +0.5% | -9.7% | -9.9% |
| 6M | -3.9% | +20.7% | -24.6% | -15.3% |
| YTD | -2.5% | +40.0% | -42.5% | -25.4% |
| 1Y | -2.7% | +34.4% | -37.1% | -23.5% |
| 3Y | +87.9% | +149.5% | -61.6% | -9.5% |
| All | -35.1% | +203.0% | -238.1% | -75.9% |
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