+359.8%
ARKK vs IBN
+211.6%
+148.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | 0.0% | -1.1% |
| 7D | +1.4% | -5.1% | +6.5% | +3.4% |
| 30D | +5.1% | -3.5% | +8.6% | +6.5% |
| 3M | +12.7% | +11.3% | +1.4% | +8.1% |
| 6M | +13.8% | +4.4% | +9.4% | +11.9% |
| YTD | +9.9% | -1.8% | +11.7% | +10.4% |
| 1Y | +10.4% | -8.0% | +18.4% | +13.1% |
| 3Y | +93.6% | +27.1% | +66.5% | +74.4% |
| 5Y | -29.4% | +54.5% | -83.9% | -39.9% |
| 10Y | +336.9% | +314.2% | +22.6% | +173.9% |
| All | +359.8% | +211.6% | +148.2% | +192.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling