-35.1%
ARKK vs IR
+46.0%
-81.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.8% |
| 7D | -0.6% | +2.5% | -3.1% | -2.5% |
| 30D | -11.2% | +9.2% | -20.4% | -17.1% |
| 3M | -9.2% | +0.9% | -10.2% | -10.3% |
| 6M | -3.9% | +19.2% | -23.2% | -17.9% |
| YTD | -2.5% | +7.5% | -10.0% | -12.2% |
| 1Y | -2.7% | +11.7% | -14.5% | -15.7% |
| 3Y | +87.9% | +23.9% | +64.0% | +39.2% |
| All | -35.1% | +46.0% | -81.1% | -62.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling