+331.9%
RCL vs ARKK
+293.0%
+38.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.0% | +2.4% | +1.6% |
| 7D | -1.2% | -0.6% | -0.6% | -0.9% |
| 30D | +17.8% | -11.2% | +29.1% | +25.5% |
| 3M | +4.9% | -9.2% | +14.1% | +9.3% |
| 6M | +23.7% | -3.9% | +27.6% | +23.6% |
| YTD | +17.8% | -2.5% | +20.3% | +15.6% |
| 1Y | +28.9% | -2.7% | +31.6% | +26.0% |
| 3Y | +241.9% | +87.9% | +154.0% | +111.5% |
| 5Y | +295.4% | -35.7% | +331.1% | +342.4% |
| All | +331.9% | +293.0% | +38.9% | +42.6% |
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 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