+289.6%
RTX vs ARKK
+367.1%
-77.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | -3.1% | +3.6% | -6.7% | -3.9% |
| 30D | -10.6% | +8.4% | -18.9% | -12.4% |
| 3M | +11.6% | +13.4% | -1.8% | +7.7% |
| 6M | -4.5% | +18.9% | -23.4% | -9.3% |
| YTD | +9.6% | +11.9% | -2.3% | +5.4% |
| 1Y | +30.8% | +13.1% | +17.8% | +24.8% |
| 3Y | +152.8% | +97.1% | +55.8% | +100.7% |
| 5Y | +167.1% | -27.8% | +194.9% | +179.4% |
| 10Y | +275.2% | +338.5% | -63.3% | +59.6% |
| All | +289.6% | +367.1% | -77.6% | +57.9% |
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 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