+331.8%
ARKK vs Z
-2.5%
+334.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.0% | -3.4% | -1.1% |
| 7D | -3.1% | -6.0% | +3.0% | -0.6% |
| 30D | +2.7% | -2.3% | +5.0% | +3.1% |
| 3M | +10.8% | -0.6% | +11.4% | +9.4% |
| 6M | +14.4% | -27.6% | +42.0% | +28.6% |
| YTD | +8.7% | -52.4% | +61.0% | +44.7% |
| 1Y | +6.7% | -63.6% | +70.3% | +58.5% |
| 3Y | +87.4% | -36.4% | +123.8% | +106.3% |
| 5Y | -29.5% | -64.6% | +35.1% | -9.0% |
| All | +331.8% | -2.5% | +334.3% | +281.8% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 10y: compounded portfolio wealth divided by compounded Z 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…
10y analysis · Full analysis span regression · 6 months rolling