-29.3%
ARKK vs ROIV
+288.8%
-318.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | -3.1% | +16.9% | -19.9% | -7.3% |
| 30D | +2.7% | +12.9% | -10.2% | -1.0% |
| 3M | +10.8% | +37.3% | -26.5% | +1.4% |
| 6M | +14.4% | +38.0% | -23.6% | +4.4% |
| YTD | +8.7% | +88.1% | -79.5% | -8.6% |
| 1Y | +6.7% | +183.3% | -176.5% | -19.2% |
| 3Y | +87.4% | +254.6% | -167.2% | +31.8% |
| 5Y | -29.5% | +309.8% | -339.3% | -59.2% |
| All | -29.3% | +288.8% | -318.1% | -57.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling