+249.9%
ARKK vs IR
+288.5%
-38.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.3% | -1.7% |
| 7D | +1.9% | -2.8% | +4.8% | +3.5% |
| 30D | +13.2% | -15.1% | +28.3% | +23.4% |
| 3M | +7.7% | +6.1% | +1.6% | +3.4% |
| 6M | +15.1% | -16.8% | +31.9% | +25.3% |
| YTD | +12.1% | -3.5% | +15.6% | +11.8% |
| 1Y | +14.9% | -3.5% | +18.4% | +14.2% |
| 3Y | +99.3% | +9.5% | +89.8% | +85.7% |
| 5Y | -29.9% | +45.1% | -75.0% | -42.7% |
| All | +249.9% | +288.5% | -38.7% | +109.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling