+331.8%
ARKK vs VRSK
+126.1%
+205.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.5% |
| 7D | -3.1% | -5.2% | +2.1% | -0.3% |
| 30D | +2.7% | -2.3% | +5.0% | +3.7% |
| 3M | +10.8% | -2.9% | +13.7% | +10.2% |
| 6M | +14.4% | -12.8% | +27.2% | +19.7% |
| YTD | +8.7% | -20.8% | +29.5% | +19.8% |
| 1Y | +6.7% | -33.2% | +40.0% | +30.2% |
| 3Y | +87.4% | -26.6% | +114.0% | +103.0% |
| 5Y | -29.5% | -11.3% | -18.1% | -34.6% |
| All | +331.8% | +126.1% | +205.7% | +125.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 10y: compounded portfolio wealth divided by compounded VRSK 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…
10y analysis · Full analysis span regression · 6 months rolling