+333.1%
RCL vs ARKK
+331.8%
+1.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.1% |
| 7D | -1.9% | -3.1% | +1.2% | -0.1% |
| 30D | -15.5% | +2.7% | -18.3% | -17.3% |
| 3M | -9.7% | +10.8% | -20.4% | -16.1% |
| 6M | -8.7% | +14.4% | -23.1% | -16.8% |
| YTD | -5.8% | +8.7% | -14.4% | -12.2% |
| 1Y | -24.5% | +6.7% | -31.2% | -30.0% |
| 3Y | +173.9% | +87.4% | +86.5% | +71.7% |
| 5Y | +228.0% | -29.5% | +257.4% | +249.3% |
| All | +333.1% | +331.8% | +1.3% | +29.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling