+359.8%
ARKK vs RVTY
+198.2%
+161.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.5% | +0.8% | -0.1% |
| 7D | +1.4% | -5.4% | +6.8% | +5.1% |
| 30D | +5.1% | +6.7% | -1.6% | +0.7% |
| 3M | +12.7% | +19.0% | -6.3% | -0.4% |
| 6M | +13.8% | +34.6% | -20.8% | -8.3% |
| YTD | +9.9% | +28.3% | -18.3% | -9.4% |
| 1Y | +10.4% | +46.0% | -35.6% | -17.2% |
| 3Y | +93.6% | +16.9% | +76.7% | +59.2% |
| 5Y | -29.4% | -32.9% | +3.6% | -13.6% |
| 10Y | +336.9% | +141.6% | +195.2% | +125.1% |
| All | +359.8% | +198.2% | +161.6% | +108.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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