-29.4%
ARKK vs RBA
+39.8%
-69.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.4% |
| 7D | +1.4% | -1.9% | +3.3% | +2.4% |
| 30D | +5.1% | -13.0% | +18.1% | +12.3% |
| 3M | +12.7% | -23.1% | +35.9% | +26.4% |
| 6M | +13.8% | -22.6% | +36.4% | +26.9% |
| YTD | +9.9% | -20.4% | +30.3% | +20.0% |
| 1Y | +10.4% | -29.6% | +40.0% | +28.5% |
| 3Y | +93.6% | +26.6% | +67.0% | +65.3% |
| 5Y | -29.4% | +38.2% | -67.5% | -45.5% |
| All | -29.4% | +39.8% | -69.2% | -45.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling