+86.2%
ARKK vs RIG
-30.5%
+116.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.8% | -2.0% |
| 7D | -4.7% | -4.2% | -0.5% | -3.8% |
| 30D | +3.1% | -0.7% | +3.7% | +3.1% |
| 3M | +13.8% | -4.0% | +17.8% | +14.1% |
| 6M | +14.0% | -6.3% | +20.3% | +13.6% |
| YTD | +8.0% | +39.7% | -31.7% | -3.2% |
| 1Y | +9.9% | +78.1% | -68.2% | -8.1% |
| All | +86.2% | -30.5% | +116.7% | +78.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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