+359.8%
ARKK vs RRC
-33.2%
+393.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.7% |
| 7D | +1.4% | -1.7% | +3.1% | +1.7% |
| 30D | +5.1% | +3.6% | +1.5% | +4.5% |
| 3M | +12.7% | +8.8% | +3.9% | +11.0% |
| 6M | +13.8% | +0.8% | +13.0% | +13.0% |
| YTD | +9.9% | +19.0% | -9.0% | +6.2% |
| 1Y | +10.4% | +22.9% | -12.5% | +5.9% |
| 3Y | +93.6% | +32.3% | +61.3% | +83.0% |
| 5Y | -29.4% | +151.6% | -180.9% | -39.8% |
| 10Y | +336.9% | +5.5% | +331.3% | +239.9% |
| All | +359.8% | -33.2% | +393.0% | +246.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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