+368.8%
ARKK vs IP
+28.3%
+340.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.2% | -3.3% | -1.9% |
| 7D | +1.9% | -5.3% | +7.2% | +4.1% |
| 30D | +13.2% | -10.9% | +24.0% | +18.4% |
| 3M | +7.7% | +11.2% | -3.5% | +1.9% |
| 6M | +15.1% | -10.2% | +25.3% | +17.8% |
| YTD | +12.1% | -2.0% | +14.1% | +9.4% |
| 1Y | +14.9% | -19.1% | +34.0% | +21.1% |
| 3Y | +99.3% | +20.9% | +78.5% | +69.5% |
| 5Y | -29.9% | -17.8% | -12.1% | -30.4% |
| 10Y | +351.6% | +23.5% | +328.1% | +246.7% |
| All | +368.8% | +28.3% | +340.5% | +247.8% |
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