+478.0%
IGV vs ARKK
+358.9%
+119.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.8% | +1.0% | +0.1% |
| 7D | -1.5% | +1.4% | -2.9% | -2.2% |
| 30D | -3.0% | +5.1% | -8.2% | -5.7% |
| 3M | +9.6% | +12.7% | -3.2% | +2.3% |
| 6M | +16.1% | +13.8% | +2.3% | +7.4% |
| YTD | -3.6% | +9.9% | -13.6% | -9.4% |
| 1Y | -7.8% | +10.4% | -18.3% | -14.3% |
| 3Y | +40.0% | +93.6% | -53.6% | -8.5% |
| 5Y | +21.2% | -29.4% | +50.6% | +30.0% |
| 10Y | +364.4% | +336.9% | +27.5% | +53.4% |
| All | +478.0% | +358.9% | +119.1% | +79.8% |
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