+351.6%
ARKK vs RRX
+168.7%
+182.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.2% | -0.8% |
| 7D | -4.7% | -3.7% | -0.9% | -2.9% |
| 30D | +3.1% | -9.3% | +12.3% | +8.1% |
| 3M | +13.8% | -21.8% | +35.6% | +25.7% |
| 6M | +14.0% | -22.0% | +36.0% | +23.6% |
| YTD | +8.0% | +11.9% | -4.0% | -5.6% |
| 1Y | +9.9% | +11.6% | -1.7% | -4.4% |
| 3Y | +90.2% | +2.2% | +88.0% | +64.9% |
| 5Y | -29.9% | +14.9% | -44.8% | -43.2% |
| 10Y | +329.1% | +214.2% | +114.9% | +101.4% |
| All | +351.6% | +168.7% | +182.9% | +122.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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