+87.9%
ARKK vs BP
+51.6%
+36.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.9% | -2.1% |
| 7D | -0.6% | +3.8% | -4.4% | -1.3% |
| 30D | -11.2% | -5.3% | -5.9% | -10.5% |
| 3M | -9.2% | +9.3% | -18.5% | -11.2% |
| 6M | -3.9% | +7.2% | -11.1% | -5.8% |
| YTD | -2.5% | +38.0% | -40.5% | -14.7% |
| 1Y | -2.7% | +33.2% | -35.9% | -13.7% |
| 3Y | +87.9% | +50.3% | +37.6% | +55.6% |
| All | +87.9% | +51.6% | +36.3% | +55.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling