+990.2%
IBKR vs ARKK
+331.8%
+658.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.6% | +1.9% |
| 7D | -1.3% | -3.1% | +1.7% | -0.1% |
| 30D | -0.2% | +2.7% | -2.9% | -1.3% |
| 3M | +3.0% | +10.8% | -7.8% | -1.3% |
| 6M | +33.9% | +14.4% | +19.5% | +26.7% |
| YTD | +42.5% | +8.7% | +33.8% | +37.9% |
| 1Y | +44.9% | +6.7% | +38.1% | +41.2% |
| 3Y | +293.0% | +87.4% | +205.6% | +202.4% |
| 5Y | +497.7% | -29.5% | +527.1% | +539.3% |
| All | +990.2% | +331.8% | +658.4% | +293.3% |
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 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