+71.1%
BA vs ARKK
+329.1%
-258.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.8% | +1.0% | 0.0% |
| 7D | -2.7% | -4.7% | +2.0% | -0.5% |
| 30D | -12.2% | +3.1% | -15.2% | -13.7% |
| 3M | -2.0% | +13.8% | -15.8% | -8.3% |
| 6M | -6.0% | +14.0% | -19.9% | -12.2% |
| YTD | -5.7% | +8.0% | -13.7% | -10.4% |
| 1Y | -10.0% | +9.9% | -19.9% | -16.0% |
| 3Y | -3.1% | +90.2% | -93.2% | -33.9% |
| 5Y | -2.6% | -29.9% | +27.3% | +4.4% |
| All | +71.1% | +329.1% | -258.0% | -34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 ARKK 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