+54.6%
VXUS vs ARKK
-29.9%
+84.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.8% | +1.0% | -0.4% |
| 7D | +0.3% | +1.4% | -1.1% | -0.1% |
| 30D | +0.7% | +5.1% | -4.5% | -0.6% |
| 3M | +4.8% | +12.7% | -8.0% | +1.7% |
| 6M | +11.3% | +13.8% | -2.5% | +7.7% |
| YTD | +16.5% | +9.9% | +6.6% | +13.3% |
| 1Y | +24.3% | +10.4% | +13.9% | +20.3% |
| 3Y | +74.5% | +93.6% | -19.1% | +45.2% |
| All | +54.6% | -29.9% | +84.5% | +48.3% |
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