+351.6%
ARKK vs BTG
+304.4%
+47.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.9% | +1.1% | -1.4% |
| 7D | -4.7% | -5.5% | +0.8% | -4.1% |
| 30D | +3.1% | +6.1% | -3.1% | +2.3% |
| 3M | +13.8% | +38.6% | -24.9% | +9.3% |
| 6M | +14.0% | +0.7% | +13.3% | +13.0% |
| YTD | +8.0% | +20.3% | -12.4% | +4.9% |
| 1Y | +9.9% | +25.0% | -15.1% | +6.0% |
| 3Y | +90.2% | +97.3% | -7.2% | +73.2% |
| 5Y | -29.9% | +78.3% | -108.2% | -35.9% |
| 10Y | +329.1% | +151.6% | +177.5% | +295.6% |
| All | +351.6% | +304.4% | +47.2% | +313.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling