-3.7%
ARKK vs ROIV
+97.8%
-101.6%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.1% | -6.0% | -1.8% |
| 7D | -6.7% | +3.0% | -9.7% | -7.5% |
| 30D | -13.4% | +6.8% | -20.2% | -15.2% |
| 3M | +4.7% | +10.5% | -5.8% | +0.4% |
| 6M | +2.7% | +34.8% | -32.1% | -9.0% |
| YTD | +4.5% | +76.2% | -71.7% | -15.2% |
| 1Y | -3.7% | +92.4% | -96.1% | -25.1% |
| All | -3.7% | +97.8% | -101.6% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling