+293.0%
ARKK vs IBB
+126.8%
+166.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.5% | -1.4% |
| 7D | -0.6% | -0.5% | -0.1% | +0.1% |
| 30D | -11.2% | +4.6% | -15.8% | -15.8% |
| 3M | -9.2% | +6.8% | -16.0% | -16.7% |
| 6M | -3.9% | +23.1% | -27.0% | -26.8% |
| YTD | -2.5% | +26.0% | -28.5% | -28.1% |
| 1Y | -2.7% | +30.4% | -33.1% | -31.4% |
| 3Y | +87.9% | +85.4% | +2.5% | -15.8% |
| 5Y | -35.7% | +39.7% | -75.4% | -55.9% |
| All | +293.0% | +126.8% | +166.3% | +76.9% |
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