+331.8%
ARKK vs BHP
+496.8%
-165.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.9% | +0.7% |
| 7D | -3.1% | -3.6% | +0.6% | -1.2% |
| 30D | +2.7% | -1.2% | +3.9% | +3.2% |
| 3M | +10.8% | +1.2% | +9.6% | +9.7% |
| 6M | +14.4% | +21.4% | -7.0% | +2.6% |
| YTD | +8.7% | +50.4% | -41.8% | -13.5% |
| 1Y | +6.7% | +67.5% | -60.8% | -19.8% |
| 3Y | +87.4% | +72.8% | +14.6% | +36.6% |
| 5Y | -29.5% | +112.6% | -142.1% | -55.0% |
| All | +331.8% | +496.8% | -165.0% | +70.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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