+359.8%
ARKK vs RMD
+388.2%
-28.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.5% |
| 7D | +1.4% | -4.7% | +6.1% | +3.6% |
| 30D | +5.1% | +0.2% | +4.9% | +5.0% |
| 3M | +12.7% | +12.0% | +0.7% | +6.1% |
| 6M | +13.8% | -12.5% | +26.4% | +19.7% |
| YTD | +9.9% | -7.9% | +17.9% | +12.4% |
| 1Y | +10.4% | -20.4% | +30.8% | +20.7% |
| 3Y | +93.6% | +53.1% | +40.5% | +48.3% |
| 5Y | -29.4% | -22.1% | -7.2% | -26.1% |
| 10Y | +336.9% | +275.4% | +61.5% | +155.5% |
| All | +359.8% | +388.2% | -28.4% | +137.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling