+46.9%
ARKK vs RVMD
+622.3%
-575.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | -3.1% | -3.0% | -0.1% | -2.2% |
| 30D | +2.7% | -0.7% | +3.4% | +2.8% |
| 3M | +10.8% | +36.5% | -25.8% | +0.4% |
| 6M | +14.4% | +104.6% | -90.2% | -10.9% |
| YTD | +8.7% | +155.8% | -147.2% | -23.3% |
| 1Y | +6.7% | +340.7% | -333.9% | -37.5% |
| 3Y | +87.4% | +519.9% | -432.5% | -9.8% |
| 5Y | -29.5% | +584.9% | -614.4% | -70.6% |
| All | +46.9% | +622.3% | -575.4% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 10y: compounded portfolio wealth divided by compounded RVMD 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…
10y analysis · Full analysis span regression · 6 months rolling