+331.8%
ARKK vs BBY
+252.7%
+79.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.1% | -2.5% | -0.8% |
| 7D | -3.1% | +0.6% | -3.6% | -3.3% |
| 30D | +2.7% | +9.4% | -6.7% | -2.0% |
| 3M | +10.8% | +19.3% | -8.6% | +0.9% |
| 6M | +14.4% | +47.9% | -33.5% | -7.1% |
| YTD | +8.7% | +39.6% | -30.9% | -10.0% |
| 1Y | +6.7% | +22.2% | -15.4% | -6.1% |
| 3Y | +87.4% | +45.0% | +42.4% | +44.3% |
| 5Y | -29.5% | +2.6% | -32.0% | -37.2% |
| All | +331.8% | +252.7% | +79.1% | +166.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 10y: compounded portfolio wealth divided by compounded BBY 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…
10y analysis · Full analysis span regression · 6 months rolling