+87.4%
ARKK vs CLX
-36.5%
+123.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.8% | +0.8% |
| 7D | -3.1% | -5.7% | +2.6% | -2.3% |
| 30D | +2.7% | -17.0% | +19.7% | +5.1% |
| 3M | +10.8% | -9.7% | +20.4% | +12.1% |
| 6M | +14.4% | -19.8% | +34.2% | +17.8% |
| YTD | +8.7% | -9.8% | +18.5% | +9.5% |
| 1Y | +6.7% | -26.2% | +32.9% | +11.4% |
| 3Y | +87.4% | -36.2% | +123.6% | +84.2% |
| All | +87.4% | -36.5% | +123.9% | +84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 CLX 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