+226.6%
RCL vs ARKK
-31.2%
+257.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | +0.7% |
| 7D | -2.5% | -4.7% | +2.2% | +0.1% |
| 30D | -15.7% | +3.1% | -18.7% | -17.4% |
| 3M | -3.6% | +13.8% | -17.4% | -11.1% |
| 6M | -8.7% | +14.0% | -22.6% | -15.8% |
| YTD | -6.2% | +8.0% | -14.1% | -11.7% |
| 1Y | -22.9% | +9.9% | -32.8% | -29.2% |
| 3Y | +173.6% | +90.2% | +83.4% | +77.8% |
| 5Y | +226.6% | -29.9% | +256.5% | +188.0% |
| All | +226.6% | -31.2% | +257.7% | +188.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling