+29.2%
EWZ vs ARKK
+315.1%
-286.0%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.5% | +0.5% | -1.2% |
| 7D | +0.1% | +4.6% | -4.5% | -1.4% |
| 30D | -25.9% | -12.2% | -13.6% | -22.9% |
| 3M | -6.1% | -6.0% | -0.2% | -4.7% |
| 6M | -16.1% | -2.2% | -13.9% | -16.4% |
| YTD | +1.0% | -0.5% | +1.5% | -0.5% |
| 1Y | 0.0% | -6.0% | +5.9% | +0.2% |
| 3Y | +16.8% | +92.5% | -75.7% | -12.9% |
| 5Y | +52.1% | -34.4% | +86.4% | +67.5% |
| 10Y | +63.6% | +307.2% | -243.6% | -44.0% |
| All | +29.2% | +315.1% | -286.0% | -58.8% |
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