+331.8%
ARKK vs RMD
+274.3%
+57.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.9% |
| 7D | -3.1% | -4.4% | +1.4% | -1.0% |
| 30D | +2.7% | -3.1% | +5.9% | +4.2% |
| 3M | +10.8% | +13.8% | -3.0% | +3.0% |
| 6M | +14.4% | -8.6% | +23.0% | +18.1% |
| YTD | +8.7% | -8.6% | +17.3% | +11.6% |
| 1Y | +6.7% | -19.7% | +26.4% | +16.7% |
| 3Y | +87.4% | +48.4% | +39.0% | +42.6% |
| 5Y | -29.5% | -22.7% | -6.7% | -25.7% |
| All | +331.8% | +274.3% | +57.5% | +137.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 10y: compounded portfolio wealth divided by compounded RMD 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…
10y analysis · Full analysis span regression · 6 months rolling