+6.7%
ARKK vs USAR
+13.1%
-6.3%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.0% | +3.6% | +1.1% |
| 7D | -3.1% | -11.6% | +8.6% | -1.2% |
| 30D | +2.7% | -15.5% | +18.2% | +5.2% |
| 3M | +10.8% | -31.0% | +41.8% | +15.9% |
| 6M | +14.4% | -26.2% | +40.6% | +16.9% |
| YTD | +8.7% | +30.8% | -22.1% | +3.9% |
| 1Y | +6.7% | +7.1% | -0.3% | +12.5% |
| All | +6.7% | +13.1% | -6.3% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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