+368.0%
ARKK vs BBWI
-50.9%
+418.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +3.0% | +0.7% |
| 7D | +3.6% | +1.6% | +2.1% | +3.2% |
| 30D | +8.4% | -6.2% | +14.6% | +9.5% |
| 3M | +13.4% | +4.3% | +9.1% | +10.7% |
| 6M | +18.9% | -7.2% | +26.1% | +18.7% |
| YTD | +11.9% | -3.0% | +14.9% | +9.6% |
| 1Y | +13.1% | -30.8% | +43.8% | +19.8% |
| 3Y | +97.1% | -43.4% | +140.5% | +113.4% |
| 5Y | -27.8% | -66.7% | +39.0% | -13.1% |
| 10Y | +338.5% | -55.7% | +394.1% | +328.0% |
| All | +368.0% | -50.9% | +418.9% | +352.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling