+142.9%
KRE vs ARKK
+358.9%
-216.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -0.5% |
| 7D | -1.1% | +1.4% | -2.5% | -1.6% |
| 30D | -3.4% | +5.1% | -8.5% | -5.4% |
| 3M | +3.7% | +12.7% | -9.0% | -1.6% |
| 6M | +14.8% | +13.8% | +0.9% | +7.8% |
| YTD | +14.7% | +9.9% | +4.7% | +8.7% |
| 1Y | +16.0% | +10.4% | +5.6% | +8.9% |
| 3Y | +84.3% | +93.6% | -9.3% | +36.6% |
| 5Y | +30.9% | -29.4% | +60.2% | +32.1% |
| 10Y | +122.0% | +336.9% | -214.9% | -23.5% |
| All | +142.9% | +358.9% | -216.0% | -20.6% |
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