-24.5%
RCL vs ARKK
+10.0%
-34.5%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.2% |
| 7D | -1.9% | -3.1% | +1.2% | -0.8% |
| 30D | -15.5% | +2.7% | -18.3% | -16.6% |
| 3M | -9.7% | +10.8% | -20.4% | -13.9% |
| 6M | -8.7% | +14.4% | -23.1% | -14.5% |
| YTD | -5.8% | +8.7% | -14.4% | -11.7% |
| 1Y | -24.5% | +6.7% | -31.2% | -28.3% |
| All | -24.5% | +10.0% | -34.5% | -28.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling