-29.9%
ARKK vs BP
+139.4%
-169.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.6% | -2.0% |
| 7D | -4.7% | +5.7% | -10.4% | -6.0% |
| 30D | +3.1% | +8.1% | -5.0% | +1.0% |
| 3M | +13.8% | +8.6% | +5.2% | +10.8% |
| 6M | +14.0% | +18.1% | -4.2% | +7.0% |
| YTD | +8.0% | +37.6% | -29.6% | -3.9% |
| 1Y | +9.9% | +39.4% | -29.5% | -2.9% |
| 3Y | +90.2% | +40.1% | +50.1% | +64.5% |
| 5Y | -29.9% | +141.3% | -171.2% | -47.8% |
| All | -29.9% | +139.4% | -169.3% | -47.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling