+78.0%
V vs ARKK
+90.5%
-12.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.0% | +3.3% | +1.6% |
| 7D | +0.9% | -0.6% | +1.5% | +1.0% |
| 30D | +9.0% | -11.2% | +20.2% | +10.6% |
| 3M | +16.7% | -9.2% | +25.9% | +17.9% |
| 6M | +33.4% | -3.9% | +37.3% | +33.2% |
| YTD | +22.4% | -2.5% | +24.9% | +21.3% |
| 1Y | +27.7% | -2.7% | +30.4% | +26.5% |
| 3Y | +78.0% | +87.9% | -9.9% | +57.6% |
| All | +78.0% | +90.5% | -12.5% | +57.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling