-21.9%
BA vs ARKK
-35.2%
+13.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.7% | -5.3% | -2.3% |
| 7D | -1.7% | 0.0% | -1.7% | -2.0% |
| 30D | -9.5% | -11.9% | +2.4% | -5.6% |
| 3M | -26.5% | -0.6% | -25.9% | -27.2% |
| 6M | -27.4% | -0.2% | -27.2% | -28.3% |
| YTD | -20.6% | +2.7% | -23.3% | -23.0% |
| 1Y | -11.4% | -2.2% | -9.2% | -12.7% |
| 3Y | -10.8% | +102.0% | -112.9% | -35.9% |
| 5Y | -21.9% | -33.4% | +11.5% | -19.5% |
| All | -21.9% | -35.2% | +13.3% | -19.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling