-26.1%
ARKK vs ZETA
+235.0%
-261.1%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.9% | +1.0% |
| 7D | -3.1% | -3.7% | +0.7% | -1.9% |
| 30D | +2.7% | +5.7% | -3.0% | +0.7% |
| 3M | +10.8% | +50.4% | -39.7% | -4.4% |
| 6M | +14.4% | +65.5% | -51.1% | -5.8% |
| YTD | +8.7% | +48.3% | -39.6% | -8.3% |
| 1Y | +6.7% | +45.4% | -38.6% | -10.6% |
| 3Y | +87.4% | +270.8% | -183.4% | -6.8% |
| 5Y | -29.5% | +336.1% | -365.6% | -67.8% |
| All | -26.1% | +235.0% | -261.1% | -65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 ZETA 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