+306.7%
ARKK vs INVH
+75.4%
+231.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.7% |
| 7D | -3.1% | -3.0% | -0.1% | -1.3% |
| 30D | +2.7% | -7.5% | +10.2% | +7.5% |
| 3M | +10.8% | -5.5% | +16.3% | +13.9% |
| 6M | +14.4% | +11.7% | +2.7% | +5.6% |
| YTD | +8.7% | +1.3% | +7.3% | +5.9% |
| 1Y | +6.7% | -6.1% | +12.8% | +8.5% |
| 3Y | +87.4% | -9.8% | +97.2% | +93.2% |
| 5Y | -29.5% | -19.7% | -9.8% | -21.8% |
| All | +306.7% | +75.4% | +231.4% | +222.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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