+359.8%
ARKK vs BTI
+103.5%
+256.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.3% |
| 7D | +1.4% | -2.4% | +3.8% | +2.2% |
| 30D | +5.1% | -4.8% | +9.9% | +6.6% |
| 3M | +12.7% | -8.1% | +20.9% | +14.9% |
| 6M | +13.8% | -4.2% | +18.0% | +13.9% |
| YTD | +9.9% | -1.3% | +11.2% | +8.6% |
| 1Y | +10.4% | +2.1% | +8.3% | +7.6% |
| 3Y | +93.6% | +108.9% | -15.3% | +42.6% |
| 5Y | -29.4% | +114.5% | -143.8% | -48.9% |
| 10Y | +336.9% | +72.2% | +264.6% | +218.4% |
| All | +359.8% | +103.5% | +256.3% | +205.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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