+331.8%
ARKK vs BEN
+56.6%
+275.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.7% | +0.6% |
| 7D | -3.1% | -3.1% | 0.0% | -1.3% |
| 30D | +2.7% | +0.2% | +2.5% | +2.6% |
| 3M | +10.8% | +6.8% | +3.9% | +6.5% |
| 6M | +14.4% | +38.1% | -23.7% | -5.1% |
| YTD | +8.7% | +44.3% | -35.7% | -12.4% |
| 1Y | +6.7% | +42.6% | -35.8% | -13.6% |
| 3Y | +87.4% | +52.3% | +35.1% | +44.0% |
| 5Y | -29.5% | +37.6% | -67.1% | -42.6% |
| All | +331.8% | +56.6% | +275.2% | +220.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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