+52.4%
RSP vs ARKK
+91.2%
-38.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.5% |
| 7D | -1.8% | +1.4% | -3.2% | -2.2% |
| 30D | -2.5% | +5.1% | -7.7% | -3.9% |
| 3M | +3.0% | +12.7% | -9.7% | -0.5% |
| 6M | +8.9% | +13.8% | -4.9% | +4.5% |
| YTD | +13.0% | +9.9% | +3.0% | +9.1% |
| 1Y | +16.2% | +10.4% | +5.8% | +11.4% |
| All | +52.4% | +91.2% | -38.8% | +22.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling