+336.9%
ARKK vs RACE
+783.2%
-446.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.2% |
| 7D | +1.4% | -2.6% | +4.0% | +3.3% |
| 30D | +5.1% | -1.1% | +6.2% | +5.9% |
| 3M | +12.7% | +12.5% | +0.2% | +3.7% |
| 6M | +13.8% | +17.4% | -3.6% | +1.2% |
| YTD | +9.9% | +10.1% | -0.2% | +0.7% |
| 1Y | +10.4% | -15.1% | +25.6% | +19.1% |
| 3Y | +93.6% | +38.9% | +54.7% | +36.7% |
| 5Y | -29.4% | +90.7% | -120.0% | -59.7% |
| 10Y | +336.9% | +801.8% | -465.0% | +26.8% |
| All | +336.9% | +783.2% | -446.3% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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