-25.2%
ARKK vs ZETA
+237.6%
-262.8%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.4% |
| 7D | +1.4% | -0.1% | +1.5% | +1.4% |
| 30D | +5.1% | +10.5% | -5.3% | +1.5% |
| 3M | +12.7% | +44.3% | -31.6% | -1.3% |
| 6M | +13.8% | +59.4% | -45.6% | -5.1% |
| YTD | +9.9% | +49.5% | -39.6% | -7.5% |
| 1Y | +10.4% | +62.7% | -52.3% | -11.0% |
| 3Y | +93.6% | +274.6% | -181.0% | -4.1% |
| 5Y | -29.4% | +349.3% | -378.7% | -67.9% |
| All | -25.2% | +237.6% | -262.8% | -65.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling