+95.4%
BA vs ARKK
+367.9%
-272.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +1.3% |
| 7D | +1.2% | +1.9% | -0.8% | +0.2% |
| 30D | -11.6% | +13.2% | -24.8% | -16.9% |
| 3M | -2.4% | +7.7% | -10.1% | -6.4% |
| 6M | -6.6% | +15.1% | -21.7% | -13.4% |
| YTD | -2.2% | +12.1% | -14.3% | -8.7% |
| 1Y | -8.0% | +14.9% | -22.9% | -15.9% |
| 3Y | -5.0% | +99.3% | -104.3% | -36.7% |
| 5Y | -2.7% | -29.9% | +27.2% | +3.9% |
| 10Y | +75.9% | +351.6% | -275.7% | -40.6% |
| All | +95.4% | +367.9% | -272.5% | -34.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling