+120.2%
BKR vs ARKK
+331.8%
-211.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.7% |
| 7D | -7.0% | -3.1% | -3.9% | -6.2% |
| 30D | -8.1% | +2.7% | -10.8% | -9.0% |
| 3M | -6.6% | +10.8% | -17.4% | -9.8% |
| 6M | +0.9% | +14.4% | -13.5% | -3.9% |
| YTD | +31.1% | +8.7% | +22.4% | +26.3% |
| 1Y | +27.7% | +6.7% | +21.0% | +23.0% |
| 3Y | +71.2% | +87.4% | -16.2% | +36.1% |
| 5Y | +177.6% | -29.5% | +207.1% | +191.7% |
| All | +120.2% | +331.8% | -211.6% | +8.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling