+89.6%
ARKK vs Z
-37.2%
+126.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.5% |
| 7D | +1.4% | -7.1% | +8.5% | +4.1% |
| 30D | +5.1% | -4.8% | +9.9% | +6.5% |
| 3M | +12.7% | -9.3% | +22.1% | +15.5% |
| 6M | +13.8% | -29.0% | +42.8% | +27.6% |
| YTD | +9.9% | -52.9% | +62.8% | +43.5% |
| 1Y | +10.4% | -63.1% | +73.5% | +57.9% |
| All | +89.6% | -37.2% | +126.8% | +115.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling