+54.2%
RGTI vs ARKK
-30.7%
+84.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.1% |
| 7D | +0.5% | -3.1% | +3.5% | +3.8% |
| 30D | -17.1% | +2.7% | -19.8% | -19.4% |
| 3M | -26.0% | +10.8% | -36.7% | -32.4% |
| 6M | -9.9% | +14.4% | -24.2% | -17.7% |
| YTD | -31.1% | +8.7% | -39.7% | -32.3% |
| 1Y | -8.5% | +6.7% | -15.3% | -6.2% |
| 3Y | +652.2% | +87.4% | +564.8% | +424.7% |
| 5Y | +56.8% | -29.5% | +86.2% | +31.0% |
| All | +54.2% | -30.7% | +84.9% | +29.0% |
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 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