-28.1%
ARKK vs VRSN
+33.8%
-61.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | -0.2% |
| 7D | -3.1% | +0.2% | -3.3% | -3.3% |
| 30D | +2.7% | +3.8% | -1.0% | +0.1% |
| 3M | +10.8% | +5.0% | +5.8% | +5.8% |
| 6M | +14.4% | +24.9% | -10.5% | -5.8% |
| YTD | +8.7% | +21.6% | -12.9% | -10.0% |
| 1Y | +6.7% | +2.4% | +4.3% | +1.5% |
| 3Y | +87.4% | +47.3% | +40.1% | +22.3% |
| All | -28.1% | +33.8% | -61.9% | -48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 5y: compounded portfolio wealth divided by compounded VRSN 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…
5y analysis · Full analysis span regression · 6 months rolling