+351.6%
ARKK vs CNC
+187.5%
+164.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.1% | -3.9% | -2.2% |
| 7D | -4.7% | -3.9% | -0.8% | -3.9% |
| 30D | +3.1% | +0.8% | +2.3% | +2.7% |
| 3M | +13.8% | +0.1% | +13.7% | +13.2% |
| 6M | +14.0% | +79.7% | -65.7% | -1.7% |
| YTD | +8.0% | +58.9% | -50.9% | -4.9% |
| 1Y | +9.9% | +109.1% | -99.2% | -10.3% |
| 3Y | +90.2% | 0.0% | +90.2% | +74.9% |
| 5Y | -29.9% | +9.5% | -39.4% | -38.3% |
| 10Y | +329.1% | +95.7% | +233.5% | +210.5% |
| All | +351.6% | +187.5% | +164.1% | +190.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling