+238.6%
RSP vs ARKK
+367.1%
-128.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.9% | -1.0% |
| 7D | -0.4% | +3.6% | -4.0% | -1.5% |
| 30D | -1.5% | +8.4% | -9.9% | -4.1% |
| 3M | +4.8% | +13.4% | -8.6% | +0.3% |
| 6M | +10.3% | +18.9% | -8.6% | +3.5% |
| YTD | +14.1% | +11.9% | +2.2% | +8.7% |
| 1Y | +17.0% | +13.1% | +3.9% | +10.4% |
| 3Y | +54.2% | +97.1% | -42.9% | +17.3% |
| 5Y | +51.5% | -27.8% | +79.3% | +52.7% |
| 10Y | +204.4% | +338.5% | -134.1% | +24.9% |
| All | +238.6% | +367.1% | -128.5% | +31.1% |
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 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