+89.7%
ARKK vs IP
+13.9%
+75.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.3% | +2.9% |
| 7D | -6.6% | -5.1% | -1.5% | -5.1% |
| 30D | -14.5% | +8.5% | -23.1% | -16.6% |
| 3M | -0.4% | -13.8% | +13.5% | +3.7% |
| 6M | -5.2% | +5.7% | -10.9% | -7.7% |
| YTD | -1.9% | -9.1% | +7.2% | -1.4% |
| 1Y | -6.7% | -0.8% | -5.9% | -9.3% |
| 3Y | +89.7% | +14.8% | +74.9% | +85.0% |
| All | +89.7% | +13.9% | +75.8% | +85.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling