+331.8%
ARKK vs BNY
+416.3%
-84.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -3.1% | -1.3% | -1.7% | -2.3% |
| 30D | +2.7% | -0.2% | +2.9% | +2.7% |
| 3M | +10.8% | +14.9% | -4.2% | +1.0% |
| 6M | +14.4% | +40.0% | -25.6% | -7.8% |
| YTD | +8.7% | +42.0% | -33.3% | -13.2% |
| 1Y | +6.7% | +56.9% | -50.1% | -19.8% |
| 3Y | +87.4% | +289.9% | -202.5% | -16.3% |
| 5Y | -29.5% | +259.2% | -288.7% | -67.2% |
| All | +331.8% | +416.3% | -84.5% | +62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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