+354.4%
ARKK vs INDA
+74.1%
+280.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.3% | -0.1% |
| 7D | -3.1% | -2.7% | -0.4% | -1.0% |
| 30D | +2.7% | -2.8% | +5.5% | +5.0% |
| 3M | +10.8% | +1.6% | +9.1% | +9.5% |
| 6M | +14.4% | -1.4% | +15.8% | +16.1% |
| YTD | +8.7% | -10.1% | +18.8% | +18.2% |
| 1Y | +6.7% | -8.8% | +15.5% | +14.7% |
| 3Y | +87.4% | +7.6% | +79.8% | +79.4% |
| 5Y | -29.5% | +5.8% | -35.2% | -30.3% |
| 10Y | +331.8% | +84.0% | +247.8% | +203.5% |
| All | +354.4% | +74.1% | +280.4% | +216.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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