+87.9%
ARKK vs CASY
+161.8%
-73.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.7% | -2.1% |
| 7D | -0.6% | +3.6% | -4.2% | -1.3% |
| 30D | -11.2% | +9.1% | -20.3% | -12.9% |
| 3M | -9.2% | -16.5% | +7.3% | -6.0% |
| 6M | -3.9% | -19.7% | +15.8% | +0.7% |
| YTD | -2.5% | +29.3% | -31.8% | -15.1% |
| 1Y | -2.7% | +33.1% | -35.9% | -16.6% |
| 3Y | +87.9% | +158.5% | -70.6% | +21.7% |
| All | +87.9% | +161.8% | -73.9% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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