+359.8%
ARKK vs BLDR
+921.5%
-561.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.1% | -1.2% |
| 7D | +1.4% | -2.7% | +4.1% | +2.2% |
| 30D | +5.1% | -14.7% | +19.8% | +10.2% |
| 3M | +12.7% | -20.8% | +33.6% | +19.8% |
| 6M | +13.8% | -35.3% | +49.2% | +28.0% |
| YTD | +9.9% | -40.3% | +50.3% | +25.6% |
| 1Y | +10.4% | -56.3% | +66.7% | +38.3% |
| 3Y | +93.6% | -56.1% | +149.7% | +134.8% |
| 5Y | -29.4% | +12.9% | -42.3% | -34.4% |
| 10Y | +336.9% | +386.5% | -49.6% | +183.8% |
| All | +359.8% | +921.5% | -561.7% | +186.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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