+331.8%
ARKK vs CHD
+126.1%
+205.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | -3.1% | -4.5% | +1.4% | -2.3% |
| 30D | +2.7% | -6.7% | +9.4% | +3.9% |
| 3M | +10.8% | -2.7% | +13.5% | +11.1% |
| 6M | +14.4% | -4.9% | +19.3% | +15.0% |
| YTD | +8.7% | +13.3% | -4.7% | +5.3% |
| 1Y | +6.7% | +1.0% | +5.7% | +5.7% |
| 3Y | +87.4% | +1.3% | +86.1% | +82.2% |
| 5Y | -29.5% | +20.8% | -50.3% | -36.0% |
| All | +331.8% | +126.1% | +205.7% | +240.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling