-2.7%
ARKK vs IRE
-84.4%
+81.7%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +14.0% | -15.0% | -2.4% |
| 7D | +1.9% | +54.8% | -52.9% | -2.6% |
| 30D | +13.2% | +18.4% | -5.2% | +10.0% |
| 3M | +7.7% | -66.7% | +74.4% | +14.1% |
| 6M | +15.1% | -52.3% | +67.4% | +11.2% |
| YTD | +12.1% | -52.3% | +64.4% | +3.6% |
| All | -2.7% | -84.4% | +81.7% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 1y: compounded portfolio wealth divided by compounded IRE 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…
1y analysis · Full analysis span regression · 6 months rolling