-28.1%
ARKK vs ITUB
+186.2%
-214.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.3% | +0.5% |
| 7D | -3.1% | +2.2% | -5.3% | -3.9% |
| 30D | +2.7% | +12.6% | -9.9% | -2.0% |
| 3M | +10.8% | +6.4% | +4.4% | +7.6% |
| 6M | +14.4% | +0.6% | +13.8% | +13.5% |
| YTD | +8.7% | +18.8% | -10.2% | +1.0% |
| 1Y | +6.7% | +31.0% | -24.3% | -4.7% |
| 3Y | +87.4% | +118.1% | -30.7% | +38.7% |
| All | -28.1% | +186.2% | -214.2% | -52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 ITUB 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