+359.8%
ARKK vs ZBH
-2.7%
+362.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.2% | -2.0% |
| 7D | +1.4% | -4.9% | +6.3% | +3.9% |
| 30D | +5.1% | -3.2% | +8.4% | +6.6% |
| 3M | +12.7% | +5.8% | +6.9% | +8.4% |
| 6M | +13.8% | +2.0% | +11.9% | +10.7% |
| YTD | +9.9% | +5.8% | +4.2% | +4.5% |
| 1Y | +10.4% | -7.9% | +18.3% | +11.0% |
| 3Y | +93.6% | -19.4% | +113.0% | +103.7% |
| 5Y | -29.4% | -29.5% | +0.1% | -20.1% |
| 10Y | +336.9% | -15.5% | +352.4% | +318.6% |
| All | +359.8% | -2.7% | +362.5% | +305.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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