+400.5%
CSX vs ARKK
+367.9%
+32.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +1.9% | +1.1% |
| 7D | -3.4% | +1.9% | -5.3% | -3.9% |
| 30D | -3.1% | +13.2% | -16.3% | -6.5% |
| 3M | +7.2% | +7.7% | -0.5% | +4.3% |
| 6M | +16.2% | +15.1% | +1.1% | +10.4% |
| YTD | +37.5% | +12.1% | +25.5% | +31.1% |
| 1Y | +53.2% | +14.9% | +38.3% | +44.2% |
| 3Y | +68.2% | +99.3% | -31.1% | +28.9% |
| 5Y | +65.2% | -29.9% | +95.1% | +71.2% |
| 10Y | +504.1% | +351.6% | +152.5% | +121.7% |
| All | +400.5% | +367.9% | +32.6% | +81.6% |
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