+86.2%
ARKK vs BBWI
-48.6%
+134.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.4% |
| 7D | -4.7% | -8.0% | +3.3% | -2.5% |
| 30D | +3.1% | -6.6% | +9.7% | +4.3% |
| 3M | +13.8% | -2.7% | +16.5% | +12.9% |
| 6M | +14.0% | -12.8% | +26.7% | +15.8% |
| YTD | +8.0% | -10.5% | +18.5% | +7.8% |
| 1Y | +9.9% | -35.3% | +45.3% | +21.5% |
| All | +86.2% | -48.6% | +134.8% | +97.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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