+547.3%
RKLB vs ARKK
-19.9%
+567.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.8% | -2.5% | -2.7% |
| 7D | 0.0% | +1.4% | -1.5% | -1.4% |
| 30D | -21.2% | +5.1% | -26.3% | -25.2% |
| 3M | -41.7% | +12.7% | -54.5% | -47.2% |
| 6M | -11.8% | +13.8% | -25.6% | -18.8% |
| YTD | -9.6% | +9.9% | -19.5% | -13.5% |
| 1Y | +34.1% | +10.4% | +23.7% | +30.0% |
| 3Y | +917.3% | +93.6% | +823.7% | +559.9% |
| 5Y | +204.4% | -29.4% | +233.8% | +241.6% |
| All | +547.3% | -19.9% | +567.2% | +697.8% |
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