+411.3%
CSX vs ARKK
+328.6%
+82.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.7% | -1.9% | +1.5% |
| 7D | -2.2% | 0.0% | -2.2% | -2.4% |
| 30D | +6.8% | -11.9% | +18.7% | +10.1% |
| 3M | +0.7% | -0.6% | +1.3% | +0.1% |
| 6M | +13.3% | -0.2% | +13.4% | +11.6% |
| YTD | +40.5% | +2.7% | +37.8% | +36.4% |
| 1Y | +44.7% | -2.2% | +46.9% | +42.2% |
| 3Y | +74.5% | +102.0% | -27.5% | +32.5% |
| 5Y | +52.0% | -33.4% | +85.4% | +58.5% |
| 10Y | +412.6% | +327.1% | +85.6% | +89.3% |
| All | +411.3% | +328.6% | +82.7% | +88.9% |
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