+368.8%
ARKK vs RBA
+333.7%
+35.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.2% |
| 7D | +1.9% | -2.9% | +4.9% | +3.2% |
| 30D | +13.2% | -12.3% | +25.5% | +19.2% |
| 3M | +7.7% | -20.5% | +28.2% | +17.0% |
| 6M | +15.1% | -18.5% | +33.6% | +23.6% |
| YTD | +12.1% | -18.2% | +30.3% | +19.7% |
| 1Y | +14.9% | -27.5% | +42.4% | +28.8% |
| 3Y | +99.3% | +38.1% | +61.2% | +71.6% |
| 5Y | -29.9% | +44.8% | -74.7% | -41.9% |
| 10Y | +351.6% | +187.1% | +164.5% | +193.9% |
| All | +368.8% | +333.7% | +35.1% | +183.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling