-3.7%
ARKK vs BDX
+54.0%
-57.8%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.6% | -5.5% | -0.6% |
| 7D | -6.7% | +7.2% | -13.9% | -7.4% |
| 30D | -13.4% | +15.8% | -29.2% | -15.0% |
| 3M | +4.7% | +23.7% | -19.0% | +2.0% |
| 6M | +2.7% | +44.8% | -42.1% | -2.5% |
| YTD | +4.5% | +39.8% | -35.3% | -0.5% |
| 1Y | -3.7% | +52.3% | -56.1% | -9.6% |
| All | -3.7% | +54.0% | -57.8% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 1y: compounded portfolio wealth divided by compounded BDX 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…
1y analysis · Full analysis span regression · 6 months rolling