+87.4%
ARKK vs IEF
+9.0%
+78.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.8% |
| 7D | -3.1% | -1.3% | -1.7% | -2.1% |
| 30D | +2.7% | -1.7% | +4.5% | +4.1% |
| 3M | +10.8% | -2.5% | +13.3% | +12.8% |
| 6M | +14.4% | -3.3% | +17.6% | +16.9% |
| YTD | +8.7% | -2.8% | +11.5% | +10.9% |
| 1Y | +6.7% | -2.7% | +9.5% | +8.9% |
| 3Y | +87.4% | +8.9% | +78.5% | +63.3% |
| All | +87.4% | +9.0% | +78.4% | +63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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