+38.2%
IWM vs ARKK
-31.2%
+69.3%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.3% |
| 7D | -2.5% | -4.7% | +2.1% | -0.7% |
| 30D | -4.4% | +3.1% | -7.5% | -5.7% |
| 3M | +2.2% | +13.8% | -11.5% | -3.3% |
| 6M | +14.0% | +14.0% | +0.1% | +7.4% |
| YTD | +17.4% | +8.0% | +9.4% | +12.5% |
| 1Y | +22.9% | +9.9% | +13.0% | +16.5% |
| 3Y | +62.1% | +90.2% | -28.1% | +21.1% |
| 5Y | +38.2% | -29.9% | +68.1% | +39.4% |
| All | +38.2% | -31.2% | +69.3% | +39.4% |
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 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