+76.5%
VUG vs ARKK
-31.2%
+107.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.2% | +0.2% |
| 7D | -1.9% | -4.7% | +2.8% | 0.0% |
| 30D | -1.6% | +3.1% | -4.6% | -2.9% |
| 3M | +4.4% | +13.8% | -9.4% | -1.2% |
| 6M | +13.2% | +14.0% | -0.8% | +6.7% |
| YTD | +7.5% | +8.0% | -0.5% | +3.0% |
| 1Y | +12.5% | +9.9% | +2.6% | +6.4% |
| 3Y | +86.0% | +90.2% | -4.2% | +36.4% |
| 5Y | +76.5% | -29.9% | +106.4% | +71.9% |
| All | +76.5% | -31.2% | +107.6% | +71.9% |
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 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