+89.6%
ARKK vs IR
+5.7%
+83.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.3% | -0.5% |
| 7D | +1.4% | -1.9% | +3.3% | +2.6% |
| 30D | +5.1% | -15.0% | +20.2% | +16.2% |
| 3M | +12.7% | -0.4% | +13.2% | +11.5% |
| 6M | +13.8% | -15.0% | +28.9% | +24.1% |
| YTD | +9.9% | -7.1% | +17.0% | +10.8% |
| 1Y | +10.4% | -7.5% | +17.9% | +11.1% |
| All | +89.6% | +5.7% | +83.9% | +54.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling