-35.1%
ARKK vs IOVA
-63.3%
+28.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.7% | -3.7% | -2.3% |
| 7D | -0.6% | -3.5% | +2.9% | 0.0% |
| 30D | -11.2% | -45.4% | +34.2% | -3.2% |
| 3M | -9.2% | +19.0% | -28.2% | -15.0% |
| 6M | -3.9% | +112.0% | -115.9% | -21.6% |
| YTD | -2.5% | +184.2% | -186.8% | -27.1% |
| 1Y | -2.7% | +222.0% | -224.7% | -29.4% |
| 3Y | +87.9% | +92.6% | -4.7% | +17.4% |
| All | -35.1% | -63.3% | +28.1% | -42.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling