-29.4%
ARKK vs CASY
+234.8%
-264.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -14.2% | +12.5% | +2.6% |
| 7D | +1.4% | -16.5% | +17.9% | +6.8% |
| 30D | +5.1% | -26.4% | +31.5% | +15.0% |
| 3M | +12.7% | -17.3% | +30.0% | +16.2% |
| 6M | +13.8% | -5.2% | +19.0% | +10.1% |
| YTD | +9.9% | +14.1% | -4.1% | -2.3% |
| 1Y | +10.4% | +16.6% | -6.2% | -3.4% |
| 3Y | +93.6% | +163.7% | -70.1% | +11.8% |
| 5Y | -29.4% | +231.3% | -260.7% | -66.1% |
| All | -29.4% | +234.8% | -264.2% | -66.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling