-28.1%
ARKK vs BHP
+110.7%
-138.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.9% | +0.8% |
| 7D | -3.1% | -3.6% | +0.6% | -1.2% |
| 30D | +2.7% | -1.2% | +3.9% | +3.3% |
| 3M | +10.8% | +1.2% | +9.6% | +9.6% |
| 6M | +14.4% | +21.4% | -7.0% | +2.1% |
| YTD | +8.7% | +50.4% | -41.8% | -14.3% |
| 1Y | +6.7% | +67.5% | -60.8% | -20.8% |
| 3Y | +87.4% | +72.8% | +14.6% | +33.9% |
| All | -28.1% | +110.7% | -138.8% | -52.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling