+496.7%
CSX vs ARKK
+337.1%
+159.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.8% | +0.5% | -0.8% |
| 7D | -0.6% | +1.4% | -2.0% | -1.0% |
| 30D | -3.2% | +5.1% | -8.3% | -4.6% |
| 3M | +2.6% | +12.7% | -10.2% | -1.2% |
| 6M | +19.8% | +13.8% | +6.0% | +14.4% |
| YTD | +34.7% | +9.9% | +24.7% | +29.3% |
| 1Y | +52.1% | +10.4% | +41.7% | +45.1% |
| 3Y | +68.4% | +93.6% | -25.2% | +31.7% |
| 5Y | +65.1% | -29.4% | +94.5% | +70.5% |
| 10Y | +496.7% | +336.9% | +159.9% | +151.8% |
| All | +496.7% | +337.1% | +159.7% | +151.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling