+87.4%
ARKK vs IBN
+27.4%
+60.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.2% | -0.2% |
| 7D | -3.1% | -3.0% | -0.1% | -1.8% |
| 30D | +2.7% | -1.5% | +4.2% | +3.3% |
| 3M | +10.8% | +7.9% | +2.8% | +7.0% |
| 6M | +14.4% | +8.6% | +5.7% | +10.1% |
| YTD | +8.7% | -0.6% | +9.2% | +7.9% |
| 1Y | +6.7% | -7.3% | +14.1% | +8.6% |
| 3Y | +87.4% | +26.2% | +61.2% | +58.0% |
| All | +87.4% | +27.4% | +60.0% | +58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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