+331.8%
ARKK vs IT
+103.1%
+228.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.3% | -4.6% | -1.8% |
| 7D | -3.1% | -3.7% | +0.6% | -1.6% |
| 30D | +2.7% | +0.1% | +2.6% | +2.2% |
| 3M | +10.8% | +20.7% | -9.9% | -2.6% |
| 6M | +14.4% | +12.0% | +2.4% | +2.2% |
| YTD | +8.7% | -28.8% | +37.5% | +21.2% |
| 1Y | +6.7% | -25.5% | +32.3% | +14.8% |
| 3Y | +87.4% | -48.8% | +136.1% | +142.2% |
| 5Y | -29.5% | -42.7% | +13.3% | -14.4% |
| All | +331.8% | +103.1% | +228.7% | +186.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 10y: compounded portfolio wealth divided by compounded IT 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…
10y analysis · Full analysis span regression · 6 months rolling