+359.8%
ARKK vs VALE
+247.0%
+112.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.6% |
| 7D | +1.4% | -1.8% | +3.2% | +1.8% |
| 30D | +5.1% | +6.7% | -1.5% | +3.4% |
| 3M | +12.7% | +4.9% | +7.9% | +11.2% |
| 6M | +13.8% | +3.6% | +10.2% | +12.7% |
| YTD | +9.9% | +21.9% | -11.9% | +4.3% |
| 1Y | +10.4% | +61.6% | -51.1% | -2.1% |
| 3Y | +93.6% | +52.1% | +41.5% | +72.9% |
| 5Y | -29.4% | +43.2% | -72.5% | -37.6% |
| 10Y | +336.9% | +521.5% | -184.7% | +199.1% |
| All | +359.8% | +247.0% | +112.8% | +203.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling