-3.7%
ARKK vs BAX
+46.0%
-49.8%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.0% | -3.9% | -0.6% |
| 7D | -6.7% | +4.1% | -10.8% | -7.3% |
| 30D | -13.4% | +9.4% | -22.8% | -14.8% |
| 3M | +4.7% | -6.5% | +11.2% | +5.7% |
| 6M | +2.7% | +59.6% | -56.9% | -5.5% |
| YTD | +4.5% | +38.9% | -34.4% | -1.9% |
| 1Y | -3.7% | +48.0% | -51.7% | -10.2% |
| All | -3.7% | +46.0% | -49.8% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 1y: compounded portfolio wealth divided by compounded BAX 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…
1y analysis · Full analysis span regression · 6 months rolling