+368.8%
ARKK vs IBB
+116.9%
+251.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.1% |
| 7D | +1.9% | +1.4% | +0.5% | +0.4% |
| 30D | +13.2% | +10.5% | +2.7% | +1.8% |
| 3M | +7.7% | +23.6% | -16.0% | -14.2% |
| 6M | +15.1% | +22.6% | -7.6% | -7.4% |
| YTD | +12.1% | +25.7% | -13.6% | -12.3% |
| 1Y | +14.9% | +51.4% | -36.4% | -26.1% |
| 3Y | +99.3% | +64.4% | +34.9% | +19.4% |
| 5Y | -29.9% | +22.1% | -52.1% | -41.6% |
| 10Y | +351.6% | +132.5% | +219.1% | +150.8% |
| All | +368.8% | +116.9% | +251.9% | +162.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling