+354.4%
ARKK vs BNY
+462.4%
-108.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +1.4% |
| 6M | +14.4% | +40.0% | -25.6% | -7.0% |
| YTD | +8.7% | +42.0% | -33.3% | -12.4% |
| 1Y | +6.7% | +56.9% | -50.1% | -18.9% |
| 3Y | +87.4% | +289.9% | -202.5% | -13.6% |
| 5Y | -29.5% | +259.2% | -288.7% | -66.1% |
| 10Y | +331.8% | +413.3% | -81.5% | +64.2% |
| All | +354.4% | +462.4% | -108.0% | +66.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling