+374.9%
V vs ARKK
+329.1%
+45.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.7% | +0.5% |
| 7D | -3.0% | -4.7% | +1.6% | -1.7% |
| 30D | +1.2% | +3.1% | -1.8% | +0.1% |
| 3M | +13.9% | +13.8% | +0.1% | +8.9% |
| 6M | +17.2% | +14.0% | +3.3% | +11.3% |
| YTD | +5.3% | +8.0% | -2.6% | +1.2% |
| 1Y | +9.5% | +9.9% | -0.5% | +3.6% |
| 3Y | +51.9% | +90.2% | -38.2% | +15.0% |
| 5Y | +69.6% | -29.9% | +99.5% | +76.7% |
| All | +374.9% | +329.1% | +45.8% | +90.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 ARKK 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