+546.0%
RKLB vs ARKK
-20.9%
+566.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.0% |
| 7D | -2.0% | -3.1% | +1.0% | +0.8% |
| 30D | -22.4% | +2.7% | -25.2% | -24.8% |
| 3M | -45.2% | +10.8% | -55.9% | -49.6% |
| 6M | -12.5% | +14.4% | -26.9% | -19.9% |
| YTD | -9.8% | +8.7% | -18.4% | -12.7% |
| 1Y | +30.0% | +6.7% | +23.2% | +29.6% |
| 3Y | +942.2% | +87.4% | +854.8% | +594.0% |
| 5Y | +236.8% | -29.5% | +266.3% | +280.0% |
| All | +546.0% | -20.9% | +566.9% | +704.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling