-11.4%
RKT vs ARKK
-29.6%
+18.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.4% |
| 7D | -6.3% | -3.1% | -3.2% | -4.6% |
| 30D | -6.2% | +2.7% | -8.9% | -7.6% |
| 3M | -1.9% | +10.8% | -12.6% | -7.3% |
| 6M | -13.0% | +14.4% | -27.4% | -19.1% |
| YTD | -31.9% | +8.7% | -40.6% | -34.9% |
| 1Y | -37.6% | +6.7% | -44.3% | -40.3% |
| 3Y | +36.8% | +87.4% | -50.6% | -9.5% |
| All | -11.4% | -29.6% | +18.2% | -14.9% |
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