+97.1%
ARKK vs RACE
+39.3%
+57.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | +0.3% |
| 7D | +3.6% | -1.0% | +4.7% | +4.1% |
| 30D | +8.4% | -1.5% | +9.9% | +9.2% |
| 3M | +13.4% | +15.5% | -2.0% | +6.5% |
| 6M | +18.9% | +17.3% | +1.6% | +10.5% |
| YTD | +11.9% | +11.1% | +0.8% | +5.7% |
| 1Y | +13.1% | -14.3% | +27.3% | +19.1% |
| 3Y | +97.1% | +40.2% | +56.9% | +40.4% |
| All | +97.1% | +39.3% | +57.8% | +40.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling