+87.4%
ARKK vs RDW
+241.5%
-154.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +1.0% |
| 7D | -3.1% | +0.9% | -3.9% | -3.3% |
| 30D | +2.7% | -21.3% | +24.0% | +7.1% |
| 3M | +10.8% | -37.9% | +48.6% | +19.0% |
| 6M | +14.4% | +12.3% | +2.1% | +5.8% |
| YTD | +8.7% | +39.7% | -31.1% | -6.4% |
| 1Y | +6.7% | +25.7% | -18.9% | -8.4% |
| 3Y | +87.4% | +230.8% | -143.4% | +14.8% |
| All | +87.4% | +241.5% | -154.1% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RDW.
Daily Out/Under-Performance
Portfolio return minus RDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDW 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 RDW 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