+307.7%
ARKK vs BIL
+26.1%
+281.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -1.9% |
| 7D | -0.6% | +0.1% | -0.7% | -0.5% |
| 30D | -11.2% | +0.3% | -11.6% | -10.7% |
| 3M | -9.2% | +1.0% | -10.2% | -7.5% |
| 6M | -3.9% | +1.9% | -5.8% | -0.5% |
| YTD | -2.5% | +3.2% | -5.7% | +2.6% |
| 1Y | -2.7% | +3.7% | -6.4% | +3.0% |
| 3Y | +87.9% | +13.8% | +74.1% | +132.0% |
| 5Y | -35.7% | +20.3% | -55.9% | -19.1% |
| 10Y | +299.2% | +26.2% | +273.0% | +376.9% |
| All | +307.7% | +26.1% | +281.7% | +390.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling