+87.4%
ARKK vs ZBRA
+35.9%
+51.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.2% | -0.2% |
| 7D | -3.1% | -3.4% | +0.3% | -1.5% |
| 30D | +2.7% | -7.4% | +10.1% | +6.4% |
| 3M | +10.8% | +57.5% | -46.8% | -14.1% |
| 6M | +14.4% | +64.0% | -49.6% | -14.7% |
| YTD | +8.7% | +44.3% | -35.6% | -14.4% |
| 1Y | +6.7% | +10.9% | -4.1% | -1.8% |
| 3Y | +87.4% | +37.5% | +49.9% | +35.5% |
| All | +87.4% | +35.9% | +51.5% | +35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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