+93.0%
ARKK vs CFG
+184.7%
-91.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +1.0% | +0.6% |
| 7D | +3.6% | +2.7% | +0.9% | +1.8% |
| 30D | +8.4% | -3.7% | +12.1% | +10.9% |
| 3M | +13.4% | +9.5% | +4.0% | +5.7% |
| 6M | +18.9% | +22.2% | -3.4% | +2.1% |
| YTD | +11.9% | +22.3% | -10.4% | -4.5% |
| 1Y | +13.1% | +39.4% | -26.4% | -12.6% |
| All | +93.0% | +184.7% | -91.7% | -14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CFG.
Daily Out/Under-Performance
Portfolio return minus CFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CFG 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 3y: compounded portfolio wealth divided by compounded CFG 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…
3y analysis · Full analysis span regression · 6 months rolling