-10.1%
BA vs ARKK
+10.9%
-21.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.8% | -0.3% | -1.4% |
| 7D | -1.2% | +1.4% | -2.6% | -1.7% |
| 30D | -11.3% | +5.1% | -16.4% | -13.2% |
| 3M | -3.8% | +12.7% | -16.5% | -8.7% |
| 6M | -8.3% | +13.8% | -22.1% | -13.9% |
| YTD | -4.9% | +9.9% | -14.9% | -10.1% |
| 1Y | -10.1% | +10.4% | -20.5% | -10.8% |
| All | -10.1% | +10.9% | -21.0% | -10.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling