+354.4%
ARKK vs UUUU
+106.9%
+247.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.0% | +5.6% | +1.7% |
| 7D | -3.1% | -10.5% | +7.4% | -0.9% |
| 30D | +2.7% | -10.5% | +13.2% | +4.9% |
| 3M | +10.8% | -14.1% | +24.9% | +13.7% |
| 6M | +14.4% | -35.5% | +49.9% | +23.0% |
| YTD | +8.7% | -10.9% | +19.6% | +7.4% |
| 1Y | +6.7% | +3.4% | +3.4% | -1.0% |
| 3Y | +87.4% | +73.1% | +14.3% | +45.1% |
| 5Y | -29.5% | +87.1% | -116.6% | -48.0% |
| 10Y | +331.8% | +463.0% | -131.2% | +132.7% |
| All | +354.4% | +106.9% | +247.6% | +158.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling