+338.5%
ARKK vs IP
+20.7%
+317.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.0% | +1.9% | +0.7% |
| 7D | +3.6% | +0.1% | +3.5% | +3.5% |
| 30D | +8.4% | -11.2% | +19.6% | +13.6% |
| 3M | +13.4% | +12.3% | +1.1% | +6.8% |
| 6M | +18.9% | -5.2% | +24.1% | +18.9% |
| YTD | +11.9% | -4.0% | +15.9% | +10.1% |
| 1Y | +13.1% | -19.2% | +32.3% | +19.3% |
| 3Y | +97.1% | +20.3% | +76.7% | +67.0% |
| 5Y | -27.8% | -17.5% | -10.3% | -28.5% |
| 10Y | +338.5% | +21.2% | +317.3% | +234.6% |
| All | +338.5% | +20.7% | +317.8% | +234.6% |
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