+87.4%
ARKK vs CGNX
+49.8%
+37.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.1% | -3.5% | -0.8% |
| 7D | -3.1% | +3.2% | -6.2% | -4.1% |
| 30D | +2.7% | +6.0% | -3.3% | +0.3% |
| 3M | +10.8% | +3.5% | +7.2% | +8.4% |
| 6M | +14.4% | +26.3% | -11.9% | +3.9% |
| YTD | +8.7% | +79.2% | -70.6% | -17.5% |
| 1Y | +6.7% | +43.8% | -37.1% | -10.8% |
| 3Y | +87.4% | +52.0% | +35.4% | +31.8% |
| All | +87.4% | +49.8% | +37.6% | +31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 CGNX 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