-28.1%
ARKK vs BTG
+78.0%
-106.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.3% | +0.5% |
| 7D | -3.1% | -3.8% | +0.7% | -2.2% |
| 30D | +2.7% | +3.6% | -0.9% | +1.7% |
| 3M | +10.8% | +32.0% | -21.3% | +2.8% |
| 6M | +14.4% | +3.4% | +11.0% | +11.6% |
| YTD | +8.7% | +20.8% | -12.1% | +1.4% |
| 1Y | +6.7% | +22.4% | -15.7% | -1.6% |
| 3Y | +87.4% | +91.7% | -4.3% | +48.7% |
| All | -28.1% | +78.0% | -106.1% | -42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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