-10.6%
BITO vs ARKK
-29.3%
+18.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.4% |
| 7D | -3.4% | -3.1% | -0.4% | -1.7% |
| 30D | +21.4% | +2.7% | +18.7% | +19.5% |
| 3M | +20.5% | +10.8% | +9.7% | +13.0% |
| 6M | +7.4% | +14.4% | -7.0% | -1.8% |
| YTD | -13.9% | +8.7% | -22.5% | -18.3% |
| 1Y | -35.1% | +6.7% | -41.8% | -37.6% |
| 3Y | +156.8% | +87.4% | +69.4% | +75.8% |
| All | -10.6% | -29.3% | +18.7% | -9.9% |
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