+144.1%
VXUS vs ARKK
+367.1%
-223.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | +1.6% | +3.6% | -2.0% | +0.5% |
| 30D | +1.0% | +8.4% | -7.4% | -1.4% |
| 3M | +5.7% | +13.4% | -7.8% | +1.6% |
| 6M | +13.6% | +18.9% | -5.3% | +7.5% |
| YTD | +17.4% | +11.9% | +5.5% | +12.8% |
| 1Y | +25.1% | +13.1% | +12.0% | +19.1% |
| 3Y | +75.8% | +97.1% | -21.2% | +37.2% |
| 5Y | +55.4% | -27.8% | +83.2% | +58.3% |
| 10Y | +146.4% | +338.5% | -192.1% | +6.6% |
| All | +144.1% | +367.1% | -223.0% | +1.0% |
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