-28.1%
ARKK vs BN
+33.2%
-61.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.2% |
| 7D | -3.1% | -5.2% | +2.1% | +2.0% |
| 30D | +2.7% | -14.5% | +17.2% | +19.2% |
| 3M | +10.8% | -15.0% | +25.8% | +29.0% |
| 6M | +14.4% | -5.4% | +19.8% | +19.4% |
| YTD | +8.7% | -16.4% | +25.1% | +26.6% |
| 1Y | +6.7% | -16.2% | +23.0% | +23.8% |
| 3Y | +87.4% | +67.5% | +19.9% | +5.0% |
| All | -28.1% | +33.2% | -61.3% | -46.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling