+368.0%
ARKK vs RGEN
+542.8%
-174.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.7% | -0.4% |
| 7D | +3.6% | -0.9% | +4.5% | +3.9% |
| 30D | +8.4% | +2.8% | +5.5% | +7.2% |
| 3M | +13.4% | +34.5% | -21.0% | +0.2% |
| 6M | +18.9% | +40.5% | -21.6% | +2.4% |
| YTD | +11.9% | +2.8% | +9.1% | +8.6% |
| 1Y | +13.1% | +39.6% | -26.6% | -3.1% |
| 3Y | +97.1% | +4.4% | +92.7% | +77.1% |
| 5Y | -27.8% | -42.8% | +15.0% | -22.7% |
| 10Y | +338.5% | +406.7% | -68.2% | +176.0% |
| All | +368.0% | +542.8% | -174.7% | +180.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling