-33.4%
BABA vs ARKK
-33.8%
+0.4%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.4% | -0.1% | -1.4% |
| 7D | +2.4% | -4.0% | +6.4% | +3.7% |
| 30D | -7.8% | -14.0% | +6.2% | -2.0% |
| 3M | -22.4% | -4.2% | -18.2% | -22.1% |
| 6M | -26.0% | -2.6% | -23.4% | -26.9% |
| YTD | -29.3% | +0.2% | -29.5% | -31.4% |
| 1Y | -37.5% | -6.9% | -30.6% | -37.4% |
| 3Y | +31.9% | +94.1% | -62.2% | -16.4% |
| 5Y | -33.4% | -32.7% | -0.7% | -20.5% |
| All | -33.4% | -33.8% | +0.4% | -20.5% |
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