+359.8%
ARKK vs BHP
+268.3%
+91.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.0% | -1.9% |
| 7D | +1.4% | +0.9% | +0.5% | +1.0% |
| 30D | +5.1% | +4.0% | +1.1% | +3.2% |
| 3M | +12.7% | +11.3% | +1.5% | +7.2% |
| 6M | +13.8% | +29.3% | -15.5% | +1.1% |
| YTD | +9.9% | +59.2% | -49.3% | -11.3% |
| 1Y | +10.4% | +80.8% | -70.4% | -15.8% |
| 3Y | +93.6% | +88.0% | +5.6% | +44.0% |
| 5Y | -29.4% | +126.6% | -156.0% | -52.1% |
| 10Y | +336.9% | +515.7% | -178.9% | +111.1% |
| All | +359.8% | +268.3% | +91.5% | +129.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling