+331.8%
ARKK vs CBRE
+407.4%
-75.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.2% | -0.4% |
| 7D | -3.1% | -5.0% | +1.9% | -0.2% |
| 30D | +2.7% | -4.7% | +7.4% | +5.3% |
| 3M | +10.8% | +6.5% | +4.2% | +5.6% |
| 6M | +14.4% | +6.1% | +8.3% | +9.0% |
| YTD | +8.7% | -12.6% | +21.3% | +14.7% |
| 1Y | +6.7% | -15.3% | +22.0% | +14.4% |
| 3Y | +87.4% | +64.6% | +22.8% | +34.4% |
| 5Y | -29.5% | +45.0% | -74.4% | -45.8% |
| All | +331.8% | +407.4% | -75.6% | +88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE 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 CBRE 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