+351.6%
ARKK vs BDX
+115.3%
+236.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.1% | -0.9% |
| 7D | -4.7% | -5.4% | +0.7% | -2.3% |
| 30D | +3.1% | -2.2% | +5.2% | +4.1% |
| 3M | +13.8% | +20.1% | -6.3% | +3.9% |
| 6M | +14.0% | +9.1% | +4.9% | +8.6% |
| YTD | +8.0% | +17.9% | -9.9% | -1.3% |
| 1Y | +9.9% | +22.1% | -12.1% | -1.5% |
| 3Y | +90.2% | -10.5% | +100.7% | +94.5% |
| 5Y | -29.9% | -2.6% | -27.3% | -32.2% |
| 10Y | +329.1% | +57.5% | +271.6% | +205.7% |
| All | +351.6% | +115.3% | +236.3% | +174.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling