-28.1%
ARKK vs RMD
-23.0%
-5.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.9% |
| 7D | -3.1% | -4.4% | +1.4% | -0.9% |
| 30D | +2.7% | -3.1% | +5.9% | +4.3% |
| 3M | +10.8% | +13.8% | -3.0% | +2.5% |
| 6M | +14.4% | -8.6% | +23.0% | +18.6% |
| YTD | +8.7% | -8.6% | +17.3% | +12.0% |
| 1Y | +6.7% | -19.7% | +26.4% | +17.9% |
| 3Y | +87.4% | +48.4% | +39.0% | +32.4% |
| All | -28.1% | -23.0% | -5.1% | -25.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling