+368.8%
ARKK vs BIL
+25.2%
+343.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.0% |
| 7D | +1.9% | +0.1% | +1.8% | +2.1% |
| 30D | +13.2% | +0.3% | +12.9% | +13.9% |
| 3M | +7.7% | +0.9% | +6.7% | +9.7% |
| 6M | +15.1% | +1.8% | +13.2% | +18.7% |
| YTD | +12.1% | +2.4% | +9.6% | +16.4% |
| 1Y | +14.9% | +3.7% | +11.2% | +21.3% |
| 3Y | +99.3% | +14.2% | +85.1% | +147.0% |
| 5Y | -29.9% | +19.4% | -49.3% | -13.0% |
| 10Y | +351.6% | +25.2% | +326.4% | +433.5% |
| All | +368.8% | +25.2% | +343.6% | +457.4% |
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