+87.4%
ARKK vs BR
-5.3%
+92.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.8% |
| 7D | -3.1% | -3.0% | -0.1% | -1.8% |
| 30D | +2.7% | -0.3% | +3.0% | +2.8% |
| 3M | +10.8% | +17.3% | -6.5% | +2.2% |
| 6M | +14.4% | -6.7% | +21.1% | +19.3% |
| YTD | +8.7% | -23.4% | +32.1% | +28.6% |
| 1Y | +6.7% | -32.7% | +39.4% | +39.4% |
| 3Y | +87.4% | -5.9% | +93.3% | +63.0% |
| All | +87.4% | -5.3% | +92.7% | +63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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