+66.3%
IBIT vs ARKK
+71.1%
-4.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.5% | +1.0% |
| 7D | +1.1% | +1.4% | -0.3% | +0.2% |
| 30D | +22.2% | +5.1% | +17.1% | +17.9% |
| 3M | +26.0% | +12.7% | +13.3% | +14.9% |
| 6M | +13.2% | +13.8% | -0.6% | +1.6% |
| YTD | -10.8% | +9.9% | -20.7% | -17.4% |
| 1Y | -29.9% | +10.4% | -40.3% | -35.3% |
| All | +66.3% | +71.1% | -4.8% | +5.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling