+239.2%
ARKK vs IR
+271.1%
-31.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | -3.1% | -4.5% | +1.4% | -0.7% |
| 30D | +2.7% | -13.9% | +16.7% | +11.2% |
| 3M | +10.8% | -0.3% | +11.1% | +10.0% |
| 6M | +14.4% | -14.3% | +28.7% | +22.5% |
| YTD | +8.7% | -7.9% | +16.5% | +11.1% |
| 1Y | +6.7% | -9.9% | +16.6% | +10.1% |
| 3Y | +87.4% | +6.5% | +80.9% | +77.4% |
| 5Y | -29.5% | +34.0% | -63.5% | -40.2% |
| All | +239.2% | +271.1% | -31.9% | +107.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 10y: compounded portfolio wealth divided by compounded IR 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…
10y analysis · Full analysis span regression · 6 months rolling