+368.0%
ARKK vs BN
+295.2%
+72.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.4% | +1.7% |
| 7D | +3.6% | -1.2% | +4.8% | +4.5% |
| 30D | +8.4% | -10.9% | +19.3% | +17.9% |
| 3M | +13.4% | -11.1% | +24.5% | +23.4% |
| 6M | +18.9% | -4.4% | +23.3% | +22.3% |
| YTD | +11.9% | -14.1% | +26.0% | +24.0% |
| 1Y | +13.1% | -11.1% | +24.1% | +22.1% |
| 3Y | +97.1% | +75.6% | +21.5% | +32.0% |
| 5Y | -27.8% | +35.8% | -63.6% | -41.5% |
| 10Y | +338.5% | +261.6% | +76.9% | +110.9% |
| All | +368.0% | +295.2% | +72.8% | +112.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling