-28.1%
ARKK vs UUUU
+79.1%
-107.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.0% | +5.6% | +2.0% |
| 7D | -3.1% | -10.5% | +7.4% | -0.1% |
| 30D | +2.7% | -10.5% | +13.2% | +5.6% |
| 3M | +10.8% | -14.1% | +24.9% | +14.6% |
| 6M | +14.4% | -35.5% | +49.9% | +25.8% |
| YTD | +8.7% | -10.9% | +19.6% | +5.9% |
| 1Y | +6.7% | +3.4% | +3.4% | -6.0% |
| 3Y | +87.4% | +73.1% | +14.3% | +22.8% |
| All | -28.1% | +79.1% | -107.2% | -57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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