+87.4%
ARKK vs VALE
+45.4%
+42.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +1.0% | +0.8% |
| 7D | -3.1% | -0.3% | -2.8% | -2.9% |
| 30D | +2.7% | +8.6% | -5.9% | -1.5% |
| 3M | +10.8% | +2.0% | +8.8% | +9.2% |
| 6M | +14.4% | +2.1% | +12.3% | +12.7% |
| YTD | +8.7% | +20.2% | -11.6% | -2.3% |
| 1Y | +6.7% | +55.2% | -48.4% | -15.8% |
| 3Y | +87.4% | +45.9% | +41.5% | +45.9% |
| All | +87.4% | +45.4% | +42.0% | +45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VALE.
Daily Out/Under-Performance
Portfolio return minus VALE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VALE 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 VALE 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