+329.1%
ARKK vs RCAT
-98.5%
+427.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.8% |
| 7D | -4.7% | -5.4% | +0.7% | -4.6% |
| 30D | +3.1% | -24.2% | +27.3% | +3.5% |
| 3M | +13.8% | -25.8% | +39.6% | +14.2% |
| 6M | +14.0% | -44.9% | +58.9% | +14.7% |
| YTD | +8.0% | +1.9% | +6.1% | +7.6% |
| 1Y | +9.9% | -5.2% | +15.1% | +9.5% |
| 3Y | +90.2% | +759.6% | -669.4% | +83.4% |
| 5Y | -29.9% | +187.5% | -217.4% | -32.1% |
| All | +329.1% | -98.5% | +427.6% | +303.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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