-28.1%
ARKK vs IT
-42.9%
+14.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.3% | -4.6% | -1.7% |
| 7D | -3.1% | -3.7% | +0.6% | -1.7% |
| 30D | +2.7% | +0.1% | +2.6% | +2.2% |
| 3M | +10.8% | +20.7% | -9.9% | -2.5% |
| 6M | +14.4% | +12.0% | +2.4% | +2.3% |
| YTD | +8.7% | -28.8% | +37.5% | +25.4% |
| 1Y | +6.7% | -25.5% | +32.3% | +17.8% |
| 3Y | +87.4% | -48.8% | +136.1% | +152.8% |
| All | -28.1% | -42.9% | +14.8% | -19.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling