-29.9%
ARKK vs IR
+35.0%
-64.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.3% |
| 7D | -4.7% | -3.1% | -1.6% | -2.4% |
| 30D | +3.1% | -14.0% | +17.1% | +15.4% |
| 3M | +13.8% | +3.7% | +10.0% | +8.7% |
| 6M | +14.0% | -15.4% | +29.3% | +26.5% |
| YTD | +8.0% | -7.7% | +15.7% | +9.6% |
| 1Y | +9.9% | -8.8% | +18.7% | +12.0% |
| 3Y | +90.2% | +5.6% | +84.6% | +60.4% |
| 5Y | -29.9% | +34.3% | -64.2% | -55.4% |
| All | -29.9% | +35.0% | -64.9% | -55.4% |
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