+279.2%
RTX vs ARKK
+331.8%
-52.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.4% |
| 7D | -1.5% | -3.1% | +1.5% | -0.9% |
| 30D | -11.0% | +2.7% | -13.7% | -11.7% |
| 3M | +7.7% | +10.8% | -3.1% | +4.6% |
| 6M | -3.9% | +14.4% | -18.3% | -7.7% |
| YTD | +9.0% | +8.7% | +0.3% | +5.6% |
| 1Y | +27.3% | +6.7% | +20.5% | +23.3% |
| 3Y | +172.9% | +87.4% | +85.5% | +121.3% |
| 5Y | +165.2% | -29.5% | +194.6% | +181.0% |
| All | +279.2% | +331.8% | -52.6% | +76.0% |
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