+661.1%
BX vs ARKK
+331.8%
+329.3%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.6% | +1.8% | +2.1% |
| 7D | -5.6% | -3.1% | -2.5% | -4.0% |
| 30D | -12.2% | +2.7% | -14.9% | -13.6% |
| 3M | +7.4% | +10.8% | -3.4% | +0.9% |
| 6M | +22.2% | +14.4% | +7.8% | +12.3% |
| YTD | -14.0% | +8.7% | -22.7% | -18.8% |
| 1Y | -27.3% | +6.7% | -34.0% | -31.6% |
| 3Y | +24.5% | +87.4% | -62.8% | -17.2% |
| 5Y | +18.9% | -29.5% | +48.3% | +22.0% |
| All | +661.1% | +331.8% | +329.3% | +159.7% |
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