+668.7%
BX vs ARKK
+358.9%
+309.8%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.8% | -1.9% | -2.7% |
| 7D | -5.7% | +1.4% | -7.1% | -6.4% |
| 30D | -8.9% | +5.1% | -14.0% | -11.5% |
| 3M | +8.4% | +12.7% | -4.4% | +0.7% |
| 6M | +18.9% | +13.8% | +5.1% | +9.3% |
| YTD | -13.6% | +9.9% | -23.6% | -19.1% |
| 1Y | -22.4% | +10.4% | -32.8% | -28.6% |
| 3Y | +26.0% | +93.6% | -67.6% | -18.8% |
| 5Y | +18.8% | -29.4% | +48.1% | +23.5% |
| 10Y | +668.7% | +336.9% | +331.9% | +108.4% |
| All | +668.7% | +358.9% | +309.8% | +96.8% |
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