-3.7%
ARKK vs YUM
+15.9%
-19.7%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.9% | -5.9% | +0.7% |
| 7D | -6.7% | +10.8% | -17.4% | -5.7% |
| 30D | -13.4% | +21.4% | -34.8% | -11.7% |
| 3M | +4.7% | +13.2% | -8.5% | +6.0% |
| 6M | +2.7% | +8.8% | -6.1% | +4.0% |
| YTD | +4.5% | +11.5% | -7.1% | +6.4% |
| 1Y | -3.7% | +13.4% | -17.1% | -1.4% |
| All | -3.7% | +15.9% | -19.7% | -1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 YUM 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