+108.4%
ARKK vs ZS
+504.0%
-395.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.6% | -4.3% | -2.8% |
| 7D | +1.4% | -3.8% | +5.2% | +2.9% |
| 30D | +5.1% | -6.0% | +11.1% | +7.1% |
| 3M | +12.7% | +32.0% | -19.2% | -0.4% |
| 6M | +13.8% | +2.1% | +11.7% | +4.8% |
| YTD | +9.9% | -26.2% | +36.1% | +14.9% |
| 1Y | +10.4% | -41.2% | +51.6% | +26.7% |
| 3Y | +93.6% | +3.3% | +90.3% | +69.9% |
| 5Y | -29.4% | -40.7% | +11.4% | -28.1% |
| All | +108.4% | +504.0% | -395.6% | +19.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling