-3.7%
ARKK vs CHD
+30.9%
-34.7%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.6% | +0.9% |
| 7D | -6.7% | +6.9% | -13.6% | -4.7% |
| 30D | -13.4% | +17.1% | -30.5% | -9.5% |
| 3M | +4.7% | +9.1% | -4.4% | +7.6% |
| 6M | +2.7% | +21.4% | -18.6% | +8.4% |
| YTD | +4.5% | +34.9% | -30.4% | +12.4% |
| 1Y | -3.7% | +31.0% | -34.8% | +2.8% |
| All | -3.7% | +30.9% | -34.7% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 1y: compounded portfolio wealth divided by compounded CHD 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…
1y analysis · Full analysis span regression · 6 months rolling