+362.4%
VOO vs ARKK
+353.6%
+8.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.6% |
| 7D | -0.8% | -3.1% | +2.3% | +0.2% |
| 30D | -1.1% | +2.7% | -3.8% | -2.1% |
| 3M | +3.9% | +10.8% | -6.9% | 0.0% |
| 6M | +13.6% | +14.4% | -0.8% | +7.7% |
| YTD | +12.7% | +8.7% | +4.1% | +8.3% |
| 1Y | +17.6% | +6.7% | +10.8% | +12.9% |
| 3Y | +77.3% | +87.4% | -10.1% | +35.6% |
| 5Y | +84.1% | -29.5% | +113.6% | +87.6% |
| 10Y | +323.5% | +331.8% | -8.3% | +79.6% |
| All | +362.4% | +353.6% | +8.9% | +87.4% |
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 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