-28.1%
ARKK vs BR
+8.0%
-36.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.8% |
| 7D | -3.1% | -3.0% | -0.1% | -1.0% |
| 30D | +2.7% | -0.3% | +3.0% | +2.8% |
| 3M | +10.8% | +17.3% | -6.5% | -3.1% |
| 6M | +14.4% | -6.7% | +21.1% | +19.2% |
| YTD | +8.7% | -23.4% | +32.1% | +32.6% |
| 1Y | +6.7% | -32.7% | +39.4% | +46.1% |
| 3Y | +87.4% | -5.9% | +93.3% | +79.2% |
| All | -28.1% | +8.0% | -36.1% | -49.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling