-28.1%
ARKK vs BAX
-68.1%
+40.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.2% | +1.1% |
| 7D | -3.1% | -7.9% | +4.8% | -0.6% |
| 30D | +2.7% | -11.7% | +14.4% | +6.6% |
| 3M | +10.8% | +16.2% | -5.4% | +5.0% |
| 6M | +14.4% | +32.0% | -17.6% | +3.6% |
| YTD | +8.7% | +24.7% | -16.1% | -1.2% |
| 1Y | +6.7% | -2.6% | +9.4% | +5.1% |
| 3Y | +87.4% | -35.0% | +122.4% | +106.8% |
| All | -28.1% | -68.1% | +40.0% | +3.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling