+329.1%
ARKK vs RY
+377.5%
-48.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.4% |
| 7D | -4.7% | -2.9% | -1.8% | -2.1% |
| 30D | +3.1% | -2.0% | +5.1% | +4.9% |
| 3M | +13.8% | +4.9% | +8.9% | +8.5% |
| 6M | +14.0% | +26.1% | -12.2% | -8.2% |
| YTD | +8.0% | +22.4% | -14.4% | -10.5% |
| 1Y | +9.9% | +44.7% | -34.8% | -21.8% |
| 3Y | +90.2% | +155.7% | -65.5% | -18.4% |
| 5Y | -29.9% | +137.7% | -167.6% | -67.3% |
| All | +329.1% | +377.5% | -48.4% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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