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  • TER vs ARKK✓SelectedUSD · ARKKTER vs ARKK performance historyLatest closeAs of+5.49%09/04
Stock and ETF performance explorer

TER vs ARKK

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+1,997.2%
ARKK return
+367.9%
Excess return
+1,629.3%
Maximum drawdown
-59.1%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioARKKExcessAlpha
1D+5.5%-1.1%+6.5%+6.2%
7D+0.6%+1.9%-1.3%-0.8%
30D-8.3%+13.2%-21.5%-16.0%
3M-12.2%+7.7%-19.9%-15.9%
6M+17.1%+15.1%+2.0%+8.0%
YTD+84.7%+12.1%+72.6%+73.3%
1Y+199.9%+14.9%+185.0%+176.8%
3Y+232.8%+99.3%+133.5%+109.3%
5Y+198.6%-29.9%+228.5%+247.0%
10Y+1,669.7%+351.6%+1,318.1%+433.7%
All+1,997.2%+367.9%+1,629.3%+510.0%

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