+66.4%
ARKB price history and return analytics
+63.2%
+3.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | +0.6% |
| 7D | +1.2% | -0.1% | +1.3% | +1.5% |
| 30D | +22.3% | -0.7% | +23.0% | +23.5% |
| 3M | +26.0% | +4.0% | +22.0% | +19.3% |
| 6M | +13.1% | +12.3% | +0.8% | -4.0% |
| YTD | -10.7% | +14.0% | -24.7% | -25.2% |
| 1Y | -29.9% | +20.3% | -50.2% | -45.1% |
| All | +66.4% | +63.2% | +3.2% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling