-28.1%
ARKK vs IVZ
+61.1%
-89.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | -0.2% |
| 7D | -3.1% | -2.4% | -0.7% | -1.3% |
| 30D | +2.7% | +3.0% | -0.3% | +0.4% |
| 3M | +10.8% | +14.9% | -4.1% | -1.2% |
| 6M | +14.4% | +36.7% | -22.4% | -11.1% |
| YTD | +8.7% | +25.7% | -17.0% | -10.7% |
| 1Y | +6.7% | +47.7% | -41.0% | -23.1% |
| 3Y | +87.4% | +138.8% | -51.4% | -13.3% |
| All | -28.1% | +61.1% | -89.2% | -55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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