-14.7%
ARKF price history and return analytics
+63.7%
-78.4%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.3% | +0.6% |
| 7D | -6.1% | -2.0% | -4.1% | -2.0% |
| 30D | +3.5% | -1.4% | +4.9% | +6.8% |
| 3M | +18.4% | +4.7% | +13.7% | +7.5% |
| 6M | +8.7% | +11.4% | -2.7% | -13.5% |
| YTD | -6.1% | +13.1% | -19.1% | -27.5% |
| 1Y | -16.9% | +19.0% | -35.9% | -42.2% |
| 3Y | +112.1% | +73.9% | +38.1% | -34.6% |
| 5Y | -14.7% | +65.4% | -80.1% | -67.0% |
| All | -14.7% | +63.7% | -78.4% | -67.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling