+184.3%
ARKK vs BOXX
+18.5%
+165.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.4% |
| 7D | -3.1% | +0.1% | -3.1% | -3.3% |
| 30D | +2.7% | +0.3% | +2.4% | +1.1% |
| 3M | +10.8% | +1.0% | +9.7% | +4.4% |
| 6M | +14.4% | +1.9% | +12.5% | +1.3% |
| YTD | +8.7% | +2.7% | +6.0% | -8.7% |
| 1Y | +6.7% | +4.0% | +2.7% | -17.4% |
| 3Y | +87.4% | +14.7% | +72.7% | +15.1% |
| All | +184.3% | +18.5% | +165.9% | +55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 BOXX 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