+331.8%
ARKK vs BN
+265.2%
+66.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.3% |
| 7D | -3.1% | -5.2% | +2.1% | +1.0% |
| 30D | +2.7% | -14.5% | +17.2% | +15.8% |
| 3M | +10.8% | -15.0% | +25.8% | +25.4% |
| 6M | +14.4% | -5.4% | +19.8% | +18.9% |
| YTD | +8.7% | -16.4% | +25.1% | +23.5% |
| 1Y | +6.7% | -16.2% | +23.0% | +21.1% |
| 3Y | +87.4% | +67.5% | +19.9% | +26.1% |
| 5Y | -29.5% | +34.1% | -63.6% | -43.2% |
| All | +331.8% | +265.2% | +66.6% | +90.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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