+359.8%
ARKK vs CHD
+206.5%
+153.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -1.5% |
| 7D | +1.4% | -4.2% | +5.6% | +2.2% |
| 30D | +5.1% | -7.6% | +12.7% | +6.6% |
| 3M | +12.7% | -1.6% | +14.3% | +12.8% |
| 6M | +13.8% | -6.3% | +20.1% | +14.9% |
| YTD | +9.9% | +14.6% | -4.7% | +6.1% |
| 1Y | +10.4% | +1.6% | +8.8% | +9.2% |
| 3Y | +93.6% | +3.1% | +90.4% | +87.3% |
| 5Y | -29.4% | +21.1% | -50.4% | -36.0% |
| 10Y | +336.9% | +128.6% | +208.3% | +230.1% |
| All | +359.8% | +206.5% | +153.3% | +209.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling