+13.8%
ARKK vs CCJ
-6.3%
+20.1%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.2% | -1.0% |
| 7D | +1.4% | +4.2% | -2.8% | -0.6% |
| 30D | +5.1% | +3.2% | +1.9% | +3.4% |
| 3M | +12.7% | -1.8% | +14.6% | +12.4% |
| 6M | +13.8% | -13.5% | +27.4% | +18.7% |
| All | +13.8% | -6.3% | +20.1% | +18.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling