+312.0%
IVV vs ARKK
+301.0%
+11.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.5% | +2.2% | +0.5% |
| 7D | +3.3% | +4.6% | -1.2% | +1.8% |
| 30D | -2.7% | -12.2% | +9.6% | +1.3% |
| 3M | -1.7% | -6.0% | +4.3% | -0.3% |
| 6M | +3.2% | -2.2% | +5.3% | +2.8% |
| YTD | +12.0% | -0.5% | +12.5% | +10.3% |
| 1Y | +12.1% | -6.0% | +18.1% | +12.3% |
| 3Y | +78.6% | +92.5% | -13.9% | +35.7% |
| 5Y | +73.8% | -34.4% | +108.2% | +81.4% |
| All | +312.0% | +301.0% | +11.1% | +97.9% |
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