-25.7%
RKT vs ARKK
+2.0%
-27.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.8% | -1.0% | -1.8% |
| 7D | -1.0% | +1.4% | -2.4% | -1.7% |
| 30D | -2.4% | +5.1% | -7.5% | -5.0% |
| 3M | +1.9% | +12.7% | -10.8% | -4.4% |
| 6M | -13.9% | +13.8% | -27.7% | -19.4% |
| YTD | -30.6% | +9.9% | -40.6% | -33.9% |
| 1Y | -34.4% | +10.4% | -44.8% | -38.3% |
| 3Y | +38.2% | +93.6% | -55.4% | -8.5% |
| 5Y | -9.7% | -29.4% | +19.7% | -12.2% |
| All | -25.7% | +2.0% | -27.7% | -44.6% |
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 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