+310.3%
ARKK vs IP
+19.0%
+291.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.3% | +2.8% |
| 7D | -6.6% | -5.1% | -1.5% | -4.6% |
| 30D | -14.5% | +8.5% | -23.1% | -17.4% |
| 3M | -0.4% | -13.8% | +13.5% | +5.4% |
| 6M | -5.2% | +5.7% | -10.9% | -8.8% |
| YTD | -1.9% | -9.1% | +7.2% | -1.5% |
| 1Y | -6.7% | -0.8% | -5.9% | -10.1% |
| 3Y | +89.7% | +14.8% | +74.9% | +64.1% |
| 5Y | -37.3% | -11.5% | -25.7% | -39.4% |
| 10Y | +324.8% | +27.9% | +296.9% | +222.3% |
| All | +310.3% | +19.0% | +291.3% | +212.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling