+368.0%
ARKK vs BEN
+6.4%
+361.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | +0.1% | 0.0% |
| 7D | +3.6% | +4.7% | -1.1% | +1.0% |
| 30D | +8.4% | +2.6% | +5.8% | +6.8% |
| 3M | +13.4% | +11.5% | +1.9% | +6.6% |
| 6M | +18.9% | +35.3% | -16.4% | 0.0% |
| YTD | +11.9% | +48.6% | -36.7% | -10.9% |
| 1Y | +13.1% | +46.7% | -33.6% | -9.5% |
| 3Y | +97.1% | +57.0% | +40.1% | +49.7% |
| 5Y | -27.8% | +41.8% | -69.6% | -41.7% |
| 10Y | +338.5% | +55.2% | +283.2% | +212.3% |
| All | +368.0% | +6.4% | +361.6% | +284.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling