+125.1%
ARKK vs CLBK
+64.7%
+60.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.5% | -1.2% |
| 7D | +1.4% | -1.5% | +2.9% | +2.1% |
| 30D | +5.1% | +6.7% | -1.6% | +1.9% |
| 3M | +12.7% | +21.2% | -8.4% | +2.5% |
| 6M | +13.8% | +42.0% | -28.1% | -4.2% |
| YTD | +9.9% | +63.3% | -53.3% | -14.0% |
| 1Y | +10.4% | +65.4% | -55.0% | -14.6% |
| 3Y | +93.6% | +52.5% | +41.1% | +53.2% |
| 5Y | -29.4% | +42.0% | -71.3% | -45.3% |
| All | +125.1% | +64.7% | +60.3% | +61.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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