+52.0%
V vs ARKK
+91.2%
-39.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.4% | -0.1% |
| 7D | -2.9% | +1.4% | -4.3% | -3.1% |
| 30D | +1.9% | +5.1% | -3.3% | +1.0% |
| 3M | +13.2% | +12.7% | +0.5% | +10.7% |
| 6M | +16.7% | +13.8% | +2.9% | +13.5% |
| YTD | +5.4% | +9.9% | -4.5% | +2.9% |
| 1Y | +7.7% | +10.4% | -2.7% | +4.3% |
| All | +52.0% | +91.2% | -39.2% | +27.4% |
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