+94.1%
ARKK vs ILMN
+135.0%
-40.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.7% | +0.3% | -1.3% |
| 7D | -4.0% | -9.8% | +5.8% | 0.0% |
| 30D | -14.0% | -22.7% | +8.8% | -5.5% |
| 3M | -4.2% | +12.1% | -16.2% | -9.2% |
| 6M | -2.6% | +51.5% | -54.0% | -18.4% |
| YTD | +0.2% | +63.9% | -63.6% | -19.6% |
| 1Y | -6.9% | +76.6% | -83.5% | -27.6% |
| 3Y | +94.1% | +124.6% | -30.5% | +33.3% |
| All | +94.1% | +135.0% | -40.9% | +33.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling