+144.6%
IEFA vs ARKK
+331.8%
-187.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.8% |
| 7D | -1.6% | -3.1% | +1.5% | -0.8% |
| 30D | -1.5% | +2.7% | -4.2% | -2.3% |
| 3M | +3.4% | +10.8% | -7.3% | +0.3% |
| 6M | +9.5% | +14.4% | -4.9% | +5.1% |
| YTD | +13.0% | +8.7% | +4.4% | +9.6% |
| 1Y | +18.0% | +6.7% | +11.3% | +14.4% |
| 3Y | +65.4% | +87.4% | -22.0% | +33.0% |
| 5Y | +51.6% | -29.5% | +81.0% | +54.0% |
| All | +144.6% | +331.8% | -187.2% | +26.4% |
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 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