+425.7%
CSX vs ARKK
+325.8%
+99.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | +1.1% |
| 7D | -0.3% | -2.4% | +2.1% | +0.2% |
| 30D | +8.7% | -10.8% | +19.5% | +11.7% |
| 3M | +4.2% | -2.6% | +6.9% | +4.2% |
| 6M | +16.7% | -1.9% | +18.6% | +15.6% |
| YTD | +44.5% | +2.0% | +42.5% | +40.5% |
| 1Y | +50.3% | -4.4% | +54.6% | +48.6% |
| 3Y | +76.3% | +97.5% | -21.2% | +34.8% |
| 5Y | +58.1% | -32.0% | +90.2% | +63.3% |
| 10Y | +416.4% | +317.7% | +98.7% | +92.4% |
| All | +425.7% | +325.8% | +99.9% | +94.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling