+107.0%
EEM vs ARKK
+350.7%
-243.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.8% | -0.4% | -1.6% |
| 7D | -0.7% | -4.7% | +4.0% | +0.9% |
| 30D | +2.4% | +3.1% | -0.7% | +1.2% |
| 3M | +4.2% | +13.8% | -9.6% | -0.4% |
| 6M | +14.8% | +14.0% | +0.8% | +9.7% |
| YTD | +23.1% | +8.0% | +15.1% | +19.3% |
| 1Y | +32.5% | +9.9% | +22.6% | +27.0% |
| 3Y | +85.9% | +90.2% | -4.3% | +42.0% |
| 5Y | +43.6% | -29.9% | +73.5% | +50.6% |
| 10Y | +127.2% | +329.1% | -201.9% | -11.9% |
| All | +107.0% | +350.7% | -243.7% | -22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 ARKK 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