+65.5%
CSX vs ARKK
-29.5%
+94.9%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.7% | -0.8% |
| 7D | +0.6% | +3.6% | -3.0% | 0.0% |
| 30D | -2.3% | +8.4% | -10.6% | -3.7% |
| 3M | +4.3% | +13.4% | -9.1% | +1.6% |
| 6M | +23.4% | +18.9% | +4.5% | +18.6% |
| YTD | +36.4% | +11.9% | +24.5% | +32.3% |
| 1Y | +53.0% | +13.1% | +40.0% | +47.6% |
| 3Y | +70.6% | +97.1% | -26.4% | +44.5% |
| 5Y | +65.5% | -27.8% | +93.2% | +45.7% |
| All | +65.5% | -29.5% | +94.9% | +45.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling