-28.1%
ARKK vs VSXY
+22.6%
-50.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.1% | -2.5% | -0.1% |
| 7D | -3.1% | +0.1% | -3.2% | -3.1% |
| 30D | +2.7% | -18.7% | +21.4% | +7.5% |
| 3M | +10.8% | -4.0% | +14.7% | +10.6% |
| 6M | +14.4% | +67.5% | -53.1% | -5.5% |
| YTD | +8.7% | +39.7% | -31.0% | -6.7% |
| 1Y | +6.7% | +180.0% | -173.2% | -27.0% |
| 3Y | +87.4% | +337.3% | -249.9% | -3.9% |
| All | -28.1% | +22.6% | -50.7% | -41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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