+392.9%
BAC vs ARKK
+331.8%
+61.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | 0.0% |
| 7D | 0.0% | -3.1% | +3.1% | +1.0% |
| 30D | -2.8% | +2.7% | -5.5% | -3.9% |
| 3M | +14.2% | +10.8% | +3.5% | +9.7% |
| 6M | +30.5% | +14.4% | +16.2% | +23.3% |
| YTD | +15.8% | +8.7% | +7.2% | +10.8% |
| 1Y | +26.2% | +6.7% | +19.4% | +20.6% |
| 3Y | +136.5% | +87.4% | +49.1% | +81.2% |
| 5Y | +75.9% | -29.5% | +105.4% | +79.7% |
| All | +392.9% | +331.8% | +61.1% | +65.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling