-28.1%
ARKK vs CNC
+10.7%
-38.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -0.9% | +0.5% |
| 7D | -3.1% | -0.9% | -2.1% | -3.0% |
| 30D | +2.7% | -1.0% | +3.7% | +2.8% |
| 3M | +10.8% | +4.5% | +6.2% | +10.0% |
| 6M | +14.4% | +85.2% | -70.8% | +5.9% |
| YTD | +8.7% | +61.4% | -52.8% | +1.9% |
| 1Y | +6.7% | +94.9% | -88.2% | -2.5% |
| 3Y | +87.4% | 0.0% | +87.4% | +80.3% |
| All | -28.1% | +10.7% | -38.8% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 5y: compounded portfolio wealth divided by compounded CNC 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…
5y analysis · Full analysis span regression · 6 months rolling