+331.8%
ARKK price history and return analytics
+229.8%
+102.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | -0.9% |
| 7D | -3.1% | -1.1% | -2.0% | -1.1% |
| 30D | +2.7% | -1.0% | +3.7% | +4.7% |
| 3M | +10.8% | +3.2% | +7.6% | +5.6% |
| 6M | +14.4% | +12.5% | +1.9% | -5.7% |
| YTD | +8.7% | +14.1% | -5.4% | -12.2% |
| 1Y | +6.7% | +18.9% | -12.2% | -19.1% |
| 3Y | +87.4% | +74.1% | +13.3% | -20.8% |
| 5Y | -29.5% | +66.9% | -96.3% | -65.5% |
| All | +331.8% | +229.8% | +102.0% | -8.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling