-12.7%
BABA vs ARKK
+15.4%
-28.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.3% | +1.7% |
| 7D | -4.8% | +1.9% | -6.7% | -5.5% |
| 30D | -11.9% | +13.2% | -25.1% | -17.0% |
| 3M | -9.3% | +7.7% | -16.9% | -12.9% |
| 6M | -14.2% | +15.1% | -29.3% | -20.8% |
| YTD | -22.0% | +12.1% | -34.1% | -26.5% |
| 1Y | -12.7% | +14.9% | -27.6% | -17.7% |
| All | -12.7% | +15.4% | -28.1% | -17.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling