-28.1%
ARKK vs RGEN
-44.2%
+16.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.5% |
| 7D | -3.1% | -1.4% | -1.6% | -2.4% |
| 30D | +2.7% | -0.3% | +3.0% | +2.8% |
| 3M | +10.8% | +23.9% | -13.1% | -1.2% |
| 6M | +14.4% | +38.5% | -24.2% | -4.4% |
| YTD | +8.7% | +0.8% | +7.9% | +5.6% |
| 1Y | +6.7% | +38.2% | -31.5% | -11.8% |
| 3Y | +87.4% | +1.3% | +86.1% | +64.8% |
| All | -28.1% | -44.2% | +16.1% | -24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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