+61.7%
IWM vs ARKK
+87.8%
-26.2%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.2% |
| 7D | -2.5% | -4.7% | +2.1% | -0.5% |
| 30D | -4.4% | +3.1% | -7.5% | -5.9% |
| 3M | +2.2% | +13.8% | -11.5% | -4.1% |
| 6M | +14.0% | +14.0% | +0.1% | +6.4% |
| YTD | +17.4% | +8.0% | +9.4% | +11.7% |
| 1Y | +22.9% | +9.9% | +13.0% | +15.3% |
| All | +61.7% | +87.8% | -26.2% | +14.7% |
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