-26.7%
RIOT vs ARKK
-29.6%
+2.9%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.6% | +1.9% | +1.7% |
| 7D | -1.5% | -3.1% | +1.5% | +2.7% |
| 30D | +5.7% | +2.7% | +2.9% | +2.0% |
| 3M | -17.9% | +10.8% | -28.6% | -28.6% |
| 6M | +45.0% | +14.4% | +30.6% | +22.2% |
| YTD | +69.5% | +8.7% | +60.8% | +57.2% |
| 1Y | +37.2% | +6.7% | +30.4% | +32.9% |
| 3Y | +111.7% | +87.4% | +24.3% | +13.2% |
| All | -26.7% | -29.6% | +2.9% | +32.1% |
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