-28.1%
ARKK vs BIL
+19.5%
-47.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -3.1% | +0.1% | -3.1% | -3.1% |
| 30D | +2.7% | +0.3% | +2.4% | +2.6% |
| 3M | +10.8% | +0.9% | +9.8% | +10.3% |
| 6M | +14.4% | +1.8% | +12.5% | +12.2% |
| YTD | +8.7% | +2.5% | +6.2% | +4.8% |
| 1Y | +6.7% | +3.7% | +3.0% | +0.4% |
| 3Y | +87.4% | +14.1% | +73.3% | +35.4% |
| All | -28.1% | +19.5% | -47.6% | -72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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