+25.2%
ARKK vs CAI
-9.9%
+35.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.6% | +0.4% |
| 7D | -3.1% | -2.9% | -0.2% | -2.5% |
| 30D | +2.7% | +9.3% | -6.6% | +0.9% |
| 3M | +10.8% | +35.2% | -24.5% | +4.0% |
| 6M | +14.4% | +30.7% | -16.3% | +6.5% |
| YTD | +8.7% | -9.8% | +18.4% | +6.0% |
| 1Y | +6.7% | -28.9% | +35.6% | +6.4% |
| All | +25.2% | -9.9% | +35.0% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 CAI 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