+351.6%
ARKK vs VIVK
-100.0%
+451.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.4% | -4.2% | -1.8% |
| 7D | -4.7% | -9.5% | +4.8% | -4.6% |
| 30D | +3.1% | -35.1% | +38.2% | +3.3% |
| 3M | +13.8% | -93.4% | +107.1% | +15.3% |
| 6M | +14.0% | -98.0% | +111.9% | +15.9% |
| YTD | +8.0% | -97.9% | +105.8% | +9.4% |
| 1Y | +9.9% | -100.0% | +109.9% | +13.5% |
| 3Y | +90.2% | -100.0% | +190.1% | +95.4% |
| 5Y | -29.9% | -100.0% | +70.1% | -27.9% |
| 10Y | +329.1% | -100.0% | +429.1% | +328.8% |
| All | +351.6% | -100.0% | +451.6% | +343.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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