-10.4%
RKT vs ARKK
-5.7%
-4.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.1% | +8.6% | +8.6% |
| 7D | +29.7% | -6.7% | +36.4% | +35.2% |
| 30D | +28.5% | -13.4% | +41.9% | +41.3% |
| 3M | +6.4% | +4.7% | +1.7% | -0.2% |
| 6M | +7.1% | +2.7% | +4.4% | +2.1% |
| YTD | -22.5% | +4.5% | -27.0% | -26.4% |
| 1Y | -10.4% | -3.7% | -6.7% | -9.6% |
| All | -10.4% | -5.7% | -4.8% | -9.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling