+112.6%
BKR vs ARKK
+350.7%
-238.1%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.8% | -4.9% | -6.1% |
| 7D | -6.7% | -4.7% | -2.0% | -5.3% |
| 30D | -8.3% | +3.1% | -11.4% | -9.4% |
| 3M | -5.4% | +13.8% | -19.2% | -9.5% |
| 6M | +0.8% | +14.0% | -13.1% | -4.1% |
| YTD | +31.8% | +8.0% | +23.9% | +27.0% |
| 1Y | +28.6% | +9.9% | +18.7% | +22.5% |
| 3Y | +71.2% | +90.2% | -18.9% | +33.7% |
| 5Y | +179.2% | -29.9% | +209.1% | +192.8% |
| 10Y | +124.0% | +329.1% | -205.2% | -15.8% |
| All | +112.6% | +350.7% | -238.1% | -24.1% |
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 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