+14.9%
ARKK vs IOT
+14.9%
+0.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.7% | -4.8% | -1.7% |
| 7D | +1.9% | -2.3% | +4.3% | +2.3% |
| 30D | +13.2% | +3.8% | +9.4% | +12.3% |
| 3M | +7.7% | +14.2% | -6.5% | +4.4% |
| 6M | +15.1% | +40.1% | -25.1% | +5.3% |
| YTD | +12.1% | +13.4% | -1.3% | +7.1% |
| 1Y | +14.9% | +12.2% | +2.8% | +12.6% |
| All | +14.9% | +14.9% | +0.1% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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