+409.0%
CSX vs ARKK
+306.7%
+102.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.4% | +3.6% | +1.8% |
| 7D | +0.7% | -4.0% | +4.7% | +1.6% |
| 30D | +8.1% | -14.0% | +22.1% | +11.9% |
| 3M | +2.2% | -4.2% | +6.3% | +2.6% |
| 6M | +14.6% | -2.6% | +17.2% | +13.7% |
| YTD | +42.2% | +0.2% | +42.0% | +39.1% |
| 1Y | +47.3% | -6.9% | +54.2% | +46.9% |
| 3Y | +73.5% | +94.1% | -20.5% | +34.8% |
| 5Y | +54.1% | -32.7% | +86.8% | +60.0% |
| 10Y | +409.0% | +308.8% | +100.1% | +113.1% |
| All | +409.0% | +306.7% | +102.3% | +113.1% |
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 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