+307.7%
ARKK vs BUD
+1.6%
+306.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.1% | -2.4% |
| 7D | -0.6% | +1.0% | -1.6% | -1.1% |
| 30D | -11.2% | +6.7% | -17.9% | -14.1% |
| 3M | -9.2% | +5.7% | -14.9% | -11.9% |
| 6M | -3.9% | +5.8% | -9.7% | -7.5% |
| YTD | -2.5% | +34.4% | -36.9% | -16.2% |
| 1Y | -2.7% | +33.3% | -36.0% | -16.2% |
| 3Y | +87.9% | +48.8% | +39.1% | +50.5% |
| 5Y | -35.7% | +52.5% | -88.2% | -49.2% |
| 10Y | +299.2% | -4.0% | +303.2% | +236.9% |
| All | +307.7% | +1.6% | +306.1% | +228.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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