+67.7%
V vs ARKK
-29.1%
+96.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.4% | 0.0% |
| 7D | -2.9% | +1.4% | -4.3% | -3.2% |
| 30D | +1.9% | +5.1% | -3.3% | +0.7% |
| 3M | +13.2% | +12.7% | +0.5% | +10.0% |
| 6M | +16.7% | +13.8% | +2.9% | +12.7% |
| YTD | +5.4% | +9.9% | -4.5% | +2.2% |
| 1Y | +7.7% | +10.4% | -2.7% | +3.6% |
| 3Y | +52.0% | +93.6% | -41.6% | +24.7% |
| 5Y | +67.7% | -29.4% | +97.1% | +66.7% |
| All | +67.7% | -29.1% | +96.8% | +66.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling