+66.7%
IBIT vs ARKK
+74.2%
-7.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.7% |
| 7D | +1.4% | +3.6% | -2.2% | -1.0% |
| 30D | +20.6% | +8.4% | +12.3% | +13.9% |
| 3M | +23.7% | +13.4% | +10.2% | +12.3% |
| 6M | +15.0% | +18.9% | -3.9% | 0.0% |
| YTD | -10.6% | +11.9% | -22.5% | -18.2% |
| 1Y | -30.3% | +13.1% | -43.4% | -36.7% |
| All | +66.7% | +74.2% | -7.5% | +4.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling