+59.9%
VEA vs ARKK
-29.6%
+89.5%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.4% | +0.9% |
| 7D | -1.5% | -3.1% | +1.6% | -0.7% |
| 30D | -0.8% | +2.7% | -3.5% | -1.5% |
| 3M | +2.5% | +10.8% | -8.3% | -0.1% |
| 6M | +11.1% | +14.4% | -3.2% | +7.4% |
| YTD | +17.2% | +8.7% | +8.5% | +14.2% |
| 1Y | +24.5% | +6.7% | +17.8% | +21.4% |
| 3Y | +75.4% | +87.4% | -12.0% | +46.8% |
| All | +59.9% | -29.6% | +89.5% | +51.3% |
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