-29.4%
ARKK vs CFG
+99.7%
-129.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.2% |
| 7D | +1.4% | -0.6% | +2.0% | +1.8% |
| 30D | +5.1% | -4.5% | +9.7% | +8.1% |
| 3M | +12.7% | +6.3% | +6.4% | +7.6% |
| 6M | +13.8% | +20.6% | -6.8% | -0.3% |
| YTD | +9.9% | +21.2% | -11.3% | -4.5% |
| 1Y | +10.4% | +38.2% | -27.8% | -12.4% |
| 3Y | +93.6% | +185.9% | -92.3% | -5.2% |
| 5Y | -29.4% | +97.0% | -126.4% | -55.1% |
| All | -29.4% | +99.7% | -129.0% | -55.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling