-28.1%
ARKK vs ZS
-38.5%
+10.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.3% |
| 7D | -3.1% | -3.1% | 0.0% | -1.7% |
| 30D | +2.7% | -7.2% | +9.9% | +5.7% |
| 3M | +10.8% | +30.5% | -19.7% | -4.3% |
| 6M | +14.4% | +7.0% | +7.4% | +0.1% |
| YTD | +8.7% | -26.8% | +35.5% | +15.4% |
| 1Y | +6.7% | -42.6% | +49.3% | +29.0% |
| 3Y | +87.4% | -0.3% | +87.7% | +56.0% |
| All | -28.1% | -38.5% | +10.4% | -32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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