+368.0%
ARKK vs CCJ
+577.6%
-209.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.6% |
| 7D | +3.6% | +5.9% | -2.3% | +1.7% |
| 30D | +8.4% | +4.7% | +3.7% | +6.8% |
| 3M | +13.4% | -3.3% | +16.7% | +14.5% |
| 6M | +18.9% | -7.0% | +25.9% | +20.8% |
| YTD | +11.9% | +11.5% | +0.5% | +6.9% |
| 1Y | +13.1% | +32.3% | -19.2% | +0.5% |
| 3Y | +97.1% | +176.8% | -79.8% | +32.8% |
| 5Y | -27.8% | +351.8% | -379.6% | -59.0% |
| 10Y | +338.5% | +1,080.5% | -742.0% | +80.9% |
| All | +368.0% | +577.6% | -209.5% | +105.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling