+53.2%
CSX vs ARKK
+15.4%
+37.8%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +1.9% | +1.0% |
| 7D | -3.4% | +1.9% | -5.3% | -3.6% |
| 30D | -3.1% | +13.2% | -16.3% | -4.2% |
| 3M | +7.2% | +7.7% | -0.5% | +6.4% |
| 6M | +16.2% | +15.1% | +1.1% | +13.3% |
| YTD | +37.5% | +12.1% | +25.5% | +34.3% |
| 1Y | +53.2% | +14.9% | +38.3% | +41.1% |
| All | +53.2% | +15.4% | +37.8% | +41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 1y: compounded portfolio wealth divided by compounded ARKK 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…
1y analysis · Full analysis span regression · 6 months rolling