+977.1%
BE vs ARKK
+97.3%
+879.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.8% | -1.1% | -1.1% |
| 7D | +23.9% | +1.4% | +22.5% | +22.3% |
| 30D | +27.8% | +5.1% | +22.7% | +21.1% |
| 3M | +3.7% | +12.7% | -9.0% | -6.9% |
| 6M | +78.0% | +13.8% | +64.1% | +57.4% |
| YTD | +209.9% | +9.9% | +200.0% | +187.2% |
| 1Y | +389.6% | +10.4% | +379.2% | +362.1% |
| 3Y | +1,730.6% | +93.6% | +1,637.0% | +850.9% |
| 5Y | +1,227.8% | -29.4% | +1,257.2% | +1,943.0% |
| All | +977.1% | +97.3% | +879.8% | +434.3% |
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 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