+60.7%
BA vs ARKK
+325.8%
-265.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | -0.1% |
| 7D | -1.4% | -2.4% | +1.0% | -0.6% |
| 30D | -7.9% | -10.8% | +3.0% | -3.7% |
| 3M | -25.2% | -2.6% | -22.5% | -25.4% |
| 6M | -26.7% | -1.9% | -24.8% | -27.4% |
| YTD | -19.6% | +2.0% | -21.6% | -22.5% |
| 1Y | -10.6% | -4.4% | -6.2% | -11.4% |
| 3Y | -11.2% | +97.5% | -108.8% | -41.1% |
| 5Y | -20.4% | -32.0% | +11.6% | -15.1% |
| 10Y | +26.8% | +317.7% | -291.0% | -56.1% |
| All | +60.7% | +325.8% | -265.1% | -44.3% |
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