-35.1%
ARKK vs IP
-13.5%
-21.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.4% | -3.4% | -2.6% |
| 7D | -0.6% | -0.3% | -0.3% | -0.5% |
| 30D | -11.2% | +7.9% | -19.2% | -14.2% |
| 3M | -9.2% | -15.3% | +6.1% | -3.0% |
| 6M | -3.9% | +10.5% | -14.4% | -9.7% |
| YTD | -2.5% | -9.4% | +6.9% | -2.2% |
| 1Y | -2.7% | -4.6% | +1.9% | -5.2% |
| 3Y | +87.9% | +21.2% | +66.7% | +42.0% |
| All | -35.1% | -13.5% | -21.6% | -41.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling