-27.8%
ARKK vs RACE
+92.4%
-120.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | +0.6% |
| 7D | +3.6% | -1.0% | +4.7% | +4.4% |
| 30D | +8.4% | -1.5% | +9.9% | +9.6% |
| 3M | +13.4% | +15.5% | -2.0% | +1.5% |
| 6M | +18.9% | +17.3% | +1.6% | +4.4% |
| YTD | +11.9% | +11.1% | +0.8% | +0.8% |
| 1Y | +13.1% | -14.3% | +27.3% | +22.9% |
| 3Y | +97.1% | +40.2% | +56.9% | +13.9% |
| 5Y | -27.8% | +92.6% | -120.3% | -71.9% |
| All | -27.8% | +92.4% | -120.2% | -71.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling