-3.7%
ARKK vs RBA
-2.0%
-1.8%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -0.5% |
| 7D | -6.7% | +12.7% | -19.3% | -9.7% |
| 30D | -13.4% | +15.5% | -28.9% | -16.8% |
| 3M | +4.7% | -14.0% | +18.7% | +9.8% |
| 6M | +2.7% | -8.8% | +11.6% | +4.1% |
| YTD | +4.5% | -6.9% | +11.4% | +3.4% |
| 1Y | -3.7% | -3.0% | -0.8% | -6.2% |
| All | -3.7% | -2.0% | -1.8% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 1y: compounded portfolio wealth divided by compounded RBA 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…
1y analysis · Full analysis span regression · 6 months rolling