+42.1%
ICE vs ARKK
+89.0%
-46.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.9% |
| 7D | -2.4% | -3.1% | +0.7% | -2.0% |
| 30D | +4.0% | +2.7% | +1.3% | +3.6% |
| 3M | +13.7% | +10.8% | +2.9% | +12.0% |
| 6M | +0.9% | +14.4% | -13.4% | -1.2% |
| YTD | -2.1% | +8.7% | -10.8% | -3.7% |
| 1Y | -9.5% | +6.7% | -16.3% | -11.1% |
| 3Y | +42.1% | +87.4% | -45.3% | +34.0% |
| All | +42.1% | +89.0% | -46.9% | +34.0% |
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 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