-29.4%
ARKK vs IBB
+20.0%
-49.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -0.5% |
| 7D | +1.4% | -3.9% | +5.3% | +7.2% |
| 30D | +5.1% | +2.7% | +2.4% | +0.5% |
| 3M | +12.7% | +21.4% | -8.6% | -16.0% |
| 6M | +13.8% | +20.1% | -6.2% | -14.0% |
| YTD | +9.9% | +21.9% | -11.9% | -19.4% |
| 1Y | +10.4% | +44.1% | -33.7% | -37.6% |
| 3Y | +93.6% | +63.4% | +30.2% | -12.2% |
| 5Y | -29.4% | +19.8% | -49.1% | -48.2% |
| All | -29.4% | +20.0% | -49.3% | -48.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling