+97.5%
ARKK vs IP
+25.8%
+71.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.2% | -3.3% | -1.7% |
| 7D | +1.9% | -5.3% | +7.2% | +3.5% |
| 30D | +13.2% | -10.9% | +24.0% | +17.0% |
| 3M | +7.7% | +11.2% | -3.5% | +3.4% |
| 6M | +15.1% | -10.2% | +25.3% | +17.7% |
| YTD | +12.1% | -2.0% | +14.1% | +10.4% |
| 1Y | +14.9% | -19.1% | +34.0% | +20.8% |
| All | +97.5% | +25.8% | +71.7% | +75.9% |
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