+64.4%
IBIT vs ARKK
+69.2%
-4.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | -0.2% |
| 7D | -3.2% | -3.1% | -0.2% | -1.1% |
| 30D | +22.0% | +2.7% | +19.2% | +19.6% |
| 3M | +21.4% | +10.8% | +10.7% | +12.1% |
| 6M | +9.2% | +14.4% | -5.1% | -2.3% |
| YTD | -11.8% | +8.7% | -20.5% | -17.7% |
| 1Y | -32.7% | +6.7% | -39.4% | -36.3% |
| All | +64.4% | +69.2% | -4.8% | +5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 ARKK 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