+46.2%
IBIT vs ARKK
+51.8%
-5.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.0% | -1.5% | -2.1% |
| 7D | -9.2% | -0.6% | -8.6% | -8.9% |
| 30D | -15.8% | -11.2% | -4.6% | -8.9% |
| 3M | +8.5% | -9.2% | +17.7% | +15.4% |
| 6M | -13.7% | -3.9% | -9.8% | -12.6% |
| YTD | -21.6% | -2.5% | -19.1% | -21.5% |
| 1Y | -30.0% | -2.7% | -27.2% | -29.7% |
| All | +46.2% | +51.8% | -5.5% | +0.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling