-28.1%
ARKK vs ZETA
+332.4%
-360.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.9% | +1.0% |
| 7D | -3.1% | -3.7% | +0.7% | -1.8% |
| 30D | +2.7% | +5.7% | -3.0% | +0.6% |
| 3M | +10.8% | +50.4% | -39.7% | -4.8% |
| 6M | +14.4% | +65.5% | -51.1% | -6.4% |
| YTD | +8.7% | +48.3% | -39.6% | -8.8% |
| 1Y | +6.7% | +45.4% | -38.6% | -11.1% |
| 3Y | +87.4% | +270.8% | -183.4% | -10.4% |
| All | -28.1% | +332.4% | -360.5% | -68.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling