+59.6%
BA vs ARKK
+318.4%
-258.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +1.7% |
| 7D | 0.0% | -4.0% | +4.0% | +1.6% |
| 30D | -8.9% | -14.0% | +5.0% | -3.3% |
| 3M | -25.5% | -4.2% | -21.4% | -25.2% |
| 6M | -27.0% | -2.6% | -24.4% | -27.4% |
| YTD | -20.1% | +0.2% | -20.4% | -22.4% |
| 1Y | -11.0% | -6.9% | -4.1% | -10.7% |
| 3Y | -11.8% | +94.1% | -105.9% | -41.0% |
| 5Y | -20.6% | -32.7% | +12.1% | -15.0% |
| 10Y | +26.6% | +308.8% | -282.2% | -55.7% |
| All | +59.6% | +318.4% | -258.8% | -44.2% |
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 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