+87.4%
ARKK vs CMI
+150.2%
-62.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.6% | -0.2% |
| 7D | -3.1% | -0.7% | -2.3% | -2.6% |
| 30D | +2.7% | -12.4% | +15.1% | +11.8% |
| 3M | +10.8% | -14.8% | +25.5% | +21.2% |
| 6M | +14.4% | +0.8% | +13.6% | +8.6% |
| YTD | +8.7% | +10.2% | -1.5% | -4.8% |
| 1Y | +6.7% | +37.4% | -30.7% | -22.3% |
| 3Y | +87.4% | +153.3% | -65.9% | -22.5% |
| All | +87.4% | +150.2% | -62.8% | -22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CMI.
Daily Out/Under-Performance
Portfolio return minus CMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMI 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 CMI 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