+331.8%
ARKK vs CCJ
+1,065.5%
-733.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.9% |
| 7D | -3.1% | -4.0% | +1.0% | -1.7% |
| 30D | +2.7% | -2.4% | +5.1% | +3.5% |
| 3M | +10.8% | -2.3% | +13.1% | +11.5% |
| 6M | +14.4% | -16.2% | +30.6% | +20.5% |
| YTD | +8.7% | +5.7% | +3.0% | +5.3% |
| 1Y | +6.7% | +21.3% | -14.5% | -3.0% |
| 3Y | +87.4% | +159.4% | -72.0% | +25.6% |
| 5Y | -29.5% | +300.7% | -330.1% | -60.2% |
| All | +331.8% | +1,065.5% | -733.7% | +79.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 CCJ 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