-33.7%
ARKK vs ROIV
+298.6%
-332.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.2% | +1.4% |
| 7D | -2.4% | +9.5% | -11.8% | -4.5% |
| 30D | -10.8% | +21.0% | -31.8% | -15.1% |
| 3M | -2.6% | +18.7% | -21.4% | -7.5% |
| 6M | -1.9% | +44.5% | -46.5% | -11.7% |
| YTD | +2.0% | +92.9% | -90.8% | -14.9% |
| 1Y | -4.4% | +100.2% | -104.6% | -21.0% |
| 3Y | +97.5% | +375.0% | -277.5% | +31.8% |
| 5Y | -32.0% | +435.2% | -467.2% | -62.9% |
| All | -33.7% | +298.6% | -332.2% | -60.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling