+1,611.9%
BE vs ARKK
+87.8%
+1,524.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.8% | -2.2% | -2.2% |
| 7D | +9.7% | -4.7% | +14.4% | +15.1% |
| 30D | +22.4% | +3.1% | +19.3% | +18.4% |
| 3M | +10.4% | +13.8% | -3.4% | -1.7% |
| 6M | +67.9% | +14.0% | +53.9% | +48.6% |
| YTD | +197.5% | +8.0% | +189.5% | +180.0% |
| 1Y | +310.6% | +9.9% | +300.6% | +290.7% |
| All | +1,611.9% | +87.8% | +1,524.0% | +896.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling