+86.2%
ARKK vs RMD
+50.8%
+35.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | -4.7% | -4.2% | -0.5% | -3.4% |
| 30D | +3.1% | -2.1% | +5.1% | +3.7% |
| 3M | +13.8% | +13.8% | 0.0% | +8.3% |
| 6M | +14.0% | -10.6% | +24.6% | +18.0% |
| YTD | +8.0% | -8.1% | +16.1% | +10.4% |
| 1Y | +9.9% | -18.0% | +27.9% | +17.1% |
| All | +86.2% | +50.8% | +35.5% | +52.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling