+14.9%
ARKK vs CMS
-1.9%
+16.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.1% |
| 7D | +1.9% | +0.4% | +1.6% | +2.0% |
| 30D | +13.2% | -3.6% | +16.8% | +12.0% |
| 3M | +7.7% | -1.9% | +9.6% | +6.4% |
| 6M | +15.1% | -11.0% | +26.0% | +13.1% |
| YTD | +12.1% | +0.2% | +11.9% | +11.8% |
| 1Y | +14.9% | -1.3% | +16.2% | +17.6% |
| All | +14.9% | -1.9% | +16.8% | +17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CMS.
Daily Out/Under-Performance
Portfolio return minus CMS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMS 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 1y: compounded portfolio wealth divided by compounded CMS 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…
1y analysis · Full analysis span regression · 6 months rolling