+331.8%
ARKK vs CI
+144.2%
+187.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | -3.1% | -0.1% | -3.0% | -3.1% |
| 30D | +2.7% | +1.8% | +0.9% | +2.1% |
| 3M | +10.8% | -4.2% | +15.0% | +11.7% |
| 6M | +14.4% | +8.8% | +5.5% | +10.5% |
| YTD | +8.7% | +3.7% | +4.9% | +6.3% |
| 1Y | +6.7% | -6.1% | +12.9% | +6.7% |
| 3Y | +87.4% | +4.5% | +82.9% | +73.6% |
| 5Y | -29.5% | +50.5% | -80.0% | -44.4% |
| All | +331.8% | +144.2% | +187.6% | +171.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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