+13.8%
ARKK vs ZS
+1.8%
+12.0%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.6% | -4.3% | -2.1% |
| 7D | +1.4% | -3.8% | +5.2% | +1.9% |
| 30D | +5.1% | -6.0% | +11.1% | +5.8% |
| 3M | +12.7% | +32.0% | -19.2% | +10.2% |
| 6M | +13.8% | +2.1% | +11.7% | +13.4% |
| All | +13.8% | +1.8% | +12.0% | +13.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling