+65.1%
RSP vs ARKK
+90.5%
-25.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +0.7% |
| 7D | +2.4% | -0.6% | +3.0% | +2.5% |
| 30D | +4.3% | -11.2% | +15.5% | +7.0% |
| 3M | -0.3% | -9.2% | +8.9% | +1.4% |
| 6M | +9.8% | -3.9% | +13.7% | +9.8% |
| YTD | +16.8% | -2.5% | +19.3% | +15.7% |
| 1Y | +19.5% | -2.7% | +22.2% | +18.2% |
| 3Y | +65.1% | +87.9% | -22.7% | +32.6% |
| All | +65.1% | +90.5% | -25.3% | +32.6% |
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 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