+301.0%
ARKK vs IP
+19.1%
+281.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.1% | -0.4% | -1.7% |
| 7D | +4.6% | -0.9% | +5.5% | +5.0% |
| 30D | -12.2% | +6.7% | -18.9% | -14.6% |
| 3M | -6.0% | -16.6% | +10.6% | +0.8% |
| 6M | -2.2% | +6.0% | -8.2% | -6.0% |
| YTD | -0.5% | -10.7% | +10.1% | +0.5% |
| 1Y | -6.0% | -6.7% | +0.7% | -7.0% |
| 3Y | +92.5% | +17.1% | +75.4% | +63.8% |
| 5Y | -34.4% | -14.6% | -19.8% | -35.9% |
| All | +301.0% | +19.1% | +281.8% | +229.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling