+86.2%
ARKK vs BB
+62.2%
+24.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.7% | +0.9% | -1.0% |
| 7D | -4.7% | -2.1% | -2.6% | -4.1% |
| 30D | +3.1% | -16.0% | +19.1% | +8.3% |
| 3M | +13.8% | -14.5% | +28.3% | +16.9% |
| 6M | +14.0% | +118.6% | -104.6% | -16.3% |
| YTD | +8.0% | +98.9% | -91.0% | -18.0% |
| 1Y | +9.9% | +99.5% | -89.5% | -17.2% |
| All | +86.2% | +62.2% | +24.1% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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