+354.4%
ARKK vs VNQ
+93.5%
+261.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | 0.0% |
| 7D | -3.1% | -1.3% | -1.8% | -1.9% |
| 30D | +2.7% | -2.6% | +5.3% | +5.2% |
| 3M | +10.8% | -2.0% | +12.8% | +12.2% |
| 6M | +14.4% | +4.3% | +10.1% | +9.4% |
| YTD | +8.7% | +9.2% | -0.6% | -0.5% |
| 1Y | +6.7% | +5.6% | +1.1% | +0.8% |
| 3Y | +87.4% | +30.8% | +56.5% | +47.2% |
| 5Y | -29.5% | +8.0% | -37.4% | -33.0% |
| 10Y | +331.8% | +63.7% | +268.1% | +208.3% |
| All | +354.4% | +93.5% | +261.0% | +193.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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