+354.4%
ARKK vs CBRE
+341.9%
+12.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.2% | -0.4% |
| 7D | -3.1% | -5.0% | +1.9% | -0.3% |
| 30D | +2.7% | -4.7% | +7.4% | +5.2% |
| 3M | +10.8% | +6.5% | +4.2% | +5.9% |
| 6M | +14.4% | +6.1% | +8.3% | +9.3% |
| YTD | +8.7% | -12.6% | +21.3% | +14.5% |
| 1Y | +6.7% | -15.3% | +22.0% | +14.1% |
| 3Y | +87.4% | +64.6% | +22.8% | +37.2% |
| 5Y | -29.5% | +45.0% | -74.4% | -44.7% |
| 10Y | +331.8% | +404.2% | -72.4% | +86.8% |
| All | +354.4% | +341.9% | +12.6% | +101.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling