+329.1%
ARKK vs IBB
+125.2%
+203.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -0.1% |
| 7D | -4.7% | -5.2% | +0.5% | +1.8% |
| 30D | +3.1% | +1.5% | +1.6% | +0.8% |
| 3M | +13.8% | +22.1% | -8.4% | -11.9% |
| 6M | +14.0% | +17.7% | -3.8% | -7.6% |
| YTD | +8.0% | +20.2% | -12.2% | -15.0% |
| 1Y | +9.9% | +44.4% | -34.5% | -31.3% |
| 3Y | +90.2% | +61.1% | +29.1% | +4.4% |
| 5Y | -29.9% | +18.5% | -48.4% | -41.8% |
| All | +329.1% | +125.2% | +203.9% | +123.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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