-30.0%
ARKK vs BTDR
+19.6%
-49.6%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.7% | -3.1% | +0.1% |
| 7D | -3.1% | -3.4% | +0.3% | -2.6% |
| 30D | +2.7% | +32.6% | -29.9% | -1.6% |
| 3M | +10.8% | -32.2% | +43.0% | +15.1% |
| 6M | +14.4% | +52.4% | -38.0% | +5.0% |
| YTD | +8.7% | +6.7% | +2.0% | +3.7% |
| 1Y | +6.7% | -15.2% | +22.0% | +2.7% |
| 3Y | +87.4% | +14.9% | +72.5% | +57.2% |
| 5Y | -29.5% | +20.8% | -50.3% | -44.2% |
| All | -30.0% | +19.6% | -49.6% | -44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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