+1,003.0%
BE vs ARKK
+95.1%
+907.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.6% | +6.1% | +6.0% |
| 7D | +9.0% | -3.1% | +12.1% | +12.7% |
| 30D | +16.3% | +2.7% | +13.6% | +12.7% |
| 3M | +10.8% | +10.8% | 0.0% | +1.1% |
| 6M | +73.2% | +14.4% | +58.8% | +52.6% |
| YTD | +217.4% | +8.7% | +208.7% | +197.8% |
| 1Y | +309.8% | +6.7% | +303.1% | +300.7% |
| 3Y | +1,726.2% | +87.4% | +1,638.8% | +881.4% |
| 5Y | +1,306.2% | -29.5% | +1,335.6% | +2,062.9% |
| All | +1,003.0% | +95.1% | +907.9% | +454.1% |
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