+203.4%
RSP vs ARKK
+329.1%
-125.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.2% |
| 7D | -3.1% | -4.7% | +1.6% | -1.8% |
| 30D | -3.4% | +3.1% | -6.5% | -4.4% |
| 3M | +3.6% | +13.8% | -10.2% | -0.8% |
| 6M | +9.0% | +14.0% | -5.0% | +3.8% |
| YTD | +12.2% | +8.0% | +4.2% | +8.2% |
| 1Y | +15.6% | +9.9% | +5.6% | +10.1% |
| 3Y | +51.6% | +90.2% | -38.5% | +17.5% |
| 5Y | +50.4% | -29.9% | +80.3% | +53.0% |
| All | +203.4% | +329.1% | -125.7% | +35.5% |
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