+331.8%
ARKK vs CAH
+294.8%
+37.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.8% |
| 7D | -3.1% | -5.1% | +2.0% | -1.7% |
| 30D | +2.7% | +0.2% | +2.5% | +2.6% |
| 3M | +10.8% | +6.3% | +4.5% | +8.7% |
| 6M | +14.4% | +9.4% | +5.0% | +11.1% |
| YTD | +8.7% | +15.0% | -6.3% | +3.6% |
| 1Y | +6.7% | +55.4% | -48.7% | -7.5% |
| 3Y | +87.4% | +173.8% | -86.4% | +34.2% |
| 5Y | -29.5% | +395.2% | -424.7% | -59.1% |
| All | +331.8% | +294.8% | +37.0% | +141.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 CAH 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