Yahoo Finance analysis points out that Cathie Wood's Ark Innovation ETF (ARKK) has risen by 9.6% over the past year, underperforming the S&P 500 index, which rose by 18.4% during the same period. The article analyzes that Tesla and SpaceX together account for nearly 15% of ARKK's investment portfolio, the healthcare sector accounts for 31.6%, and cryptocurrency-related stocks such as Coinbase Global and Robinhood Markets together account for 7.9%. The article states that the trends in these sectors will be key variables affecting ARKK's subsequent performance.