+1,264.4%
BE vs ARKK
-29.6%
+1,294.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.6% | +6.1% | +6.1% |
| 7D | +9.0% | -3.1% | +12.1% | +12.3% |
| 30D | +16.3% | +2.7% | +13.6% | +13.1% |
| 3M | +10.8% | +10.8% | 0.0% | +2.0% |
| 6M | +73.2% | +14.4% | +58.8% | +54.8% |
| YTD | +217.4% | +8.7% | +208.7% | +200.4% |
| 1Y | +309.8% | +6.7% | +303.1% | +303.4% |
| 3Y | +1,726.2% | +87.4% | +1,638.8% | +984.7% |
| All | +1,264.4% | -29.6% | +1,294.0% | +2,487.3% |
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