+129.4%
ARKK vs BAM
+78.0%
+51.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.5% |
| 7D | +1.9% | -2.0% | +3.9% | +3.5% |
| 30D | +13.2% | -2.9% | +16.1% | +15.4% |
| 3M | +7.7% | +9.4% | -1.7% | -0.2% |
| 6M | +15.1% | +10.8% | +4.3% | +5.3% |
| YTD | +12.1% | -0.4% | +12.5% | +10.4% |
| 1Y | +14.9% | -10.9% | +25.8% | +23.5% |
| 3Y | +99.3% | +61.3% | +38.1% | +36.5% |
| All | +129.4% | +78.0% | +51.4% | +44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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