+50.4%
IEFA vs ARKK
-29.6%
+80.0%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.9% |
| 7D | -1.6% | -3.1% | +1.5% | -0.9% |
| 30D | -1.5% | +2.7% | -4.2% | -2.2% |
| 3M | +3.4% | +10.8% | -7.3% | +0.8% |
| 6M | +9.5% | +14.4% | -4.9% | +5.8% |
| YTD | +13.0% | +8.7% | +4.4% | +10.2% |
| 1Y | +18.0% | +6.7% | +11.3% | +15.0% |
| 3Y | +65.4% | +87.4% | -22.0% | +38.4% |
| All | +50.4% | -29.6% | +80.0% | +42.1% |
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