+91.7%
BKNG vs ARKK
-29.6%
+121.3%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.2% |
| 7D | -9.8% | -3.1% | -6.7% | -8.9% |
| 30D | -17.9% | +2.7% | -20.6% | -18.8% |
| 3M | +6.6% | +10.8% | -4.2% | +2.5% |
| 6M | +1.1% | +14.4% | -13.3% | -4.3% |
| YTD | -18.2% | +8.7% | -26.9% | -21.6% |
| 1Y | -20.2% | +6.7% | -26.9% | -23.7% |
| 3Y | +39.9% | +87.4% | -47.5% | +5.9% |
| All | +91.7% | -29.6% | +121.3% | +78.1% |
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 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