+331.8%
ARKK vs BLK
+283.5%
+48.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | -0.7% |
| 7D | -3.1% | -3.3% | +0.2% | -0.3% |
| 30D | +2.7% | -6.5% | +9.2% | +8.6% |
| 3M | +10.8% | +6.7% | +4.0% | +3.9% |
| 6M | +14.4% | +14.7% | -0.3% | +0.8% |
| YTD | +8.7% | +2.5% | +6.1% | +4.5% |
| 1Y | +6.7% | -2.8% | +9.5% | +7.2% |
| 3Y | +87.4% | +65.9% | +21.5% | +21.2% |
| 5Y | -29.5% | +33.0% | -62.4% | -45.4% |
| All | +331.8% | +283.5% | +48.3% | +67.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 10y: compounded portfolio wealth divided by compounded BLK 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…
10y analysis · Full analysis span regression · 6 months rolling