+947.1%
VGT vs ARKK
+350.7%
+596.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.7% | -0.2% |
| 7D | -1.0% | -4.7% | +3.6% | +1.2% |
| 30D | -0.4% | +3.1% | -3.5% | -2.1% |
| 3M | +6.6% | +13.8% | -7.1% | -0.2% |
| 6M | +31.0% | +14.0% | +17.1% | +22.2% |
| YTD | +27.2% | +8.0% | +19.3% | +21.3% |
| 1Y | +34.5% | +9.9% | +24.5% | +26.2% |
| 3Y | +123.1% | +90.2% | +33.0% | +54.0% |
| 5Y | +135.1% | -29.9% | +165.0% | +149.3% |
| 10Y | +803.4% | +329.1% | +474.3% | +216.7% |
| All | +947.1% | +350.7% | +596.3% | +252.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling