+369.1%
BAC vs ARKK
+367.9%
+1.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +0.3% |
| 7D | +1.1% | +1.9% | -0.8% | +0.4% |
| 30D | -0.4% | +13.2% | -13.6% | -4.8% |
| 3M | +16.9% | +7.7% | +9.2% | +13.0% |
| 6M | +26.6% | +15.1% | +11.5% | +19.0% |
| YTD | +15.8% | +12.1% | +3.7% | +9.4% |
| 1Y | +27.2% | +14.9% | +12.2% | +18.2% |
| 3Y | +132.4% | +99.3% | +33.1% | +71.6% |
| 5Y | +72.6% | -29.9% | +102.5% | +78.2% |
| 10Y | +389.7% | +351.6% | +38.1% | +44.6% |
| All | +369.1% | +367.9% | +1.2% | +27.9% |
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