+87.4%
ARKK vs IOVA
+43.8%
+43.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.7% | -5.0% | -0.1% |
| 7D | -3.1% | -2.2% | -0.9% | -2.8% |
| 30D | +2.7% | +27.6% | -24.9% | -0.6% |
| 3M | +10.8% | +117.2% | -106.4% | -1.5% |
| 6M | +14.4% | +77.7% | -63.3% | +3.4% |
| YTD | +8.7% | +215.0% | -206.4% | -10.2% |
| 1Y | +6.7% | +255.4% | -248.6% | -14.2% |
| 3Y | +87.4% | +42.6% | +44.8% | +36.1% |
| All | +87.4% | +43.8% | +43.6% | +36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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