-28.1%
ARKK vs BB
-26.5%
-1.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | -0.1% |
| 7D | -3.1% | -0.4% | -2.7% | -2.9% |
| 30D | +2.7% | -12.5% | +15.3% | +8.4% |
| 3M | +10.8% | -17.4% | +28.2% | +16.5% |
| 6M | +14.4% | +119.1% | -104.8% | -27.1% |
| YTD | +8.7% | +102.4% | -93.7% | -28.1% |
| 1Y | +6.7% | +98.2% | -91.4% | -29.7% |
| 3Y | +87.4% | +46.9% | +40.5% | +30.9% |
| All | -28.1% | -26.5% | -1.6% | -28.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling