+89.6%
ARKK vs CI
+4.5%
+85.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.6% | -1.8% |
| 7D | +1.4% | -1.1% | +2.5% | +1.4% |
| 30D | +5.1% | +0.5% | +4.6% | +5.1% |
| 3M | +12.7% | -5.2% | +17.9% | +12.9% |
| 6M | +13.8% | +4.3% | +9.5% | +13.5% |
| YTD | +9.9% | +2.8% | +7.2% | +9.8% |
| 1Y | +10.4% | -5.8% | +16.2% | +10.6% |
| All | +89.6% | +4.5% | +85.1% | +91.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling