+351.6%
RCL vs ARKK
+367.9%
-16.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +0.9% | +0.5% |
| 7D | -5.1% | +1.9% | -7.0% | -6.3% |
| 30D | -19.0% | +13.2% | -32.2% | -25.3% |
| 3M | -9.6% | +7.7% | -17.3% | -14.6% |
| 6M | -6.7% | +15.1% | -21.8% | -15.3% |
| YTD | -3.9% | +12.1% | -16.0% | -12.2% |
| 1Y | -25.1% | +14.9% | -40.0% | -33.7% |
| 3Y | +179.1% | +99.3% | +79.8% | +67.9% |
| 5Y | +243.3% | -29.9% | +273.2% | +267.7% |
| 10Y | +325.8% | +351.6% | -25.8% | +8.3% |
| All | +351.6% | +367.9% | -16.3% | +9.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling