+87.9%
ARKK vs IBB
+86.1%
+1.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.5% | -1.5% |
| 7D | -0.6% | -0.5% | -0.1% | 0.0% |
| 30D | -11.2% | +4.6% | -15.8% | -15.1% |
| 3M | -9.2% | +6.8% | -16.0% | -15.6% |
| 6M | -3.9% | +23.1% | -27.0% | -24.1% |
| YTD | -2.5% | +26.0% | -28.5% | -25.2% |
| 1Y | -2.7% | +30.4% | -33.1% | -28.3% |
| 3Y | +87.9% | +85.4% | +2.5% | -5.5% |
| All | +87.9% | +86.1% | +1.8% | -5.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling