+172.7%
RTX vs ARKK
+91.2%
+81.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.1% | -0.4% |
| 7D | -1.6% | +1.4% | -3.0% | -1.8% |
| 30D | -11.6% | +5.1% | -16.7% | -12.2% |
| 3M | +9.2% | +12.7% | -3.6% | +7.2% |
| 6M | -4.4% | +13.8% | -18.2% | -6.5% |
| YTD | +8.9% | +9.9% | -1.0% | +6.9% |
| 1Y | +32.1% | +10.4% | +21.7% | +29.2% |
| All | +172.7% | +91.2% | +81.5% | +148.9% |
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