+359.8%
ARKK vs IT
+109.9%
+249.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | -0.1% | -1.0% |
| 7D | +1.4% | -9.1% | +10.5% | +5.7% |
| 30D | +5.1% | -12.2% | +17.3% | +10.9% |
| 3M | +12.7% | +7.8% | +4.9% | +4.7% |
| 6M | +13.8% | +2.0% | +11.8% | +6.5% |
| YTD | +9.9% | -32.7% | +42.7% | +25.5% |
| 1Y | +10.4% | -31.1% | +41.5% | +23.1% |
| 3Y | +93.6% | -52.1% | +145.7% | +157.1% |
| 5Y | -29.4% | -46.3% | +16.9% | -11.9% |
| 10Y | +336.9% | +91.4% | +245.5% | +177.4% |
| All | +359.8% | +109.9% | +249.9% | +180.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling