+97.1%
ARKK vs ROIV
+253.6%
-156.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +18.8% | -18.9% | -6.4% |
| 7D | +3.6% | +20.2% | -16.6% | -3.2% |
| 30D | +8.4% | +14.1% | -5.8% | +2.9% |
| 3M | +13.4% | +45.6% | -32.2% | -1.3% |
| 6M | +18.9% | +44.1% | -25.2% | +3.4% |
| YTD | +11.9% | +91.2% | -79.2% | -12.3% |
| 1Y | +13.1% | +221.3% | -208.2% | -26.8% |
| 3Y | +97.1% | +229.2% | -132.1% | +15.4% |
| All | +97.1% | +253.6% | -156.6% | +15.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling