-28.1%
ARKK vs BBAI
-70.8%
+42.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.1% | +0.5% |
| 7D | -3.1% | -1.7% | -1.3% | -3.0% |
| 30D | +2.7% | -12.0% | +14.7% | +3.5% |
| 3M | +10.8% | -30.7% | +41.4% | +13.2% |
| 6M | +14.4% | -30.7% | +45.1% | +16.7% |
| YTD | +8.7% | -46.9% | +55.5% | +12.2% |
| 1Y | +6.7% | -41.1% | +47.8% | +9.1% |
| 3Y | +87.4% | +65.9% | +21.5% | +76.9% |
| All | -28.1% | -70.8% | +42.7% | -28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 BBAI 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