-0.3%
BA vs ARKK
+95.6%
-95.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.6% | -0.7% |
| 7D | +2.5% | +3.6% | -1.1% | +1.0% |
| 30D | -10.1% | +8.4% | -18.5% | -13.2% |
| 3M | -2.4% | +13.4% | -15.8% | -7.7% |
| 6M | -8.8% | +18.9% | -27.7% | -15.5% |
| YTD | -2.9% | +11.9% | -14.9% | -8.4% |
| 1Y | -8.8% | +13.1% | -21.8% | -14.9% |
| 3Y | -0.3% | +97.1% | -97.3% | -30.2% |
| All | -0.3% | +95.6% | -95.9% | -30.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling