+331.8%
ARKK vs BP
+137.7%
+194.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -3.1% | +5.2% | -8.3% | -4.6% |
| 30D | +2.7% | +8.7% | -6.0% | -0.1% |
| 3M | +10.8% | +9.3% | +1.4% | +6.9% |
| 6M | +14.4% | +13.6% | +0.8% | +8.0% |
| YTD | +8.7% | +37.7% | -29.0% | -4.3% |
| 1Y | +6.7% | +40.6% | -33.9% | -7.0% |
| 3Y | +87.4% | +40.3% | +47.1% | +61.2% |
| 5Y | -29.5% | +141.4% | -170.9% | -50.8% |
| All | +331.8% | +137.7% | +194.1% | +206.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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