+14.9%
ARKK vs ILMN
+127.6%
-112.7%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -0.6% |
| 7D | +1.9% | +1.2% | +0.7% | +1.6% |
| 30D | +13.2% | +9.2% | +4.0% | +10.3% |
| 3M | +7.7% | +29.8% | -22.2% | -0.1% |
| 6M | +15.1% | +69.2% | -54.1% | -0.6% |
| YTD | +12.1% | +66.4% | -54.3% | -3.4% |
| 1Y | +14.9% | +123.4% | -108.5% | -7.1% |
| All | +14.9% | +127.6% | -112.7% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ILMN.
Daily Out/Under-Performance
Portfolio return minus ILMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ILMN 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 1y: compounded portfolio wealth divided by compounded ILMN 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…
1y analysis · Full analysis span regression · 6 months rolling