+359.8%
ARKK vs BIDU
-61.7%
+421.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.5% |
| 7D | +1.4% | -2.4% | +3.9% | +2.2% |
| 30D | +5.1% | -16.0% | +21.1% | +12.2% |
| 3M | +12.7% | -24.0% | +36.8% | +24.8% |
| 6M | +13.8% | -24.9% | +38.7% | +25.6% |
| YTD | +9.9% | -29.6% | +39.5% | +23.5% |
| 1Y | +10.4% | -15.2% | +25.6% | +12.9% |
| 3Y | +93.6% | -32.2% | +125.8% | +106.4% |
| 5Y | -29.4% | -43.8% | +14.4% | -23.6% |
| 10Y | +336.9% | -49.5% | +386.3% | +343.3% |
| All | +359.8% | -61.7% | +421.5% | +381.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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