+329.1%
ARKK vs CNH
+157.1%
+172.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.9% | +1.1% | -0.5% |
| 7D | -4.7% | -2.5% | -2.2% | -3.8% |
| 30D | +3.1% | +27.0% | -23.9% | -8.0% |
| 3M | +13.8% | +32.6% | -18.8% | -1.1% |
| 6M | +14.0% | +23.6% | -9.6% | +0.9% |
| YTD | +8.0% | +47.8% | -39.9% | -12.6% |
| 1Y | +9.9% | +21.3% | -11.3% | -2.9% |
| 3Y | +90.2% | +7.0% | +83.2% | +73.9% |
| 5Y | -29.9% | +10.2% | -40.1% | -37.7% |
| All | +329.1% | +157.1% | +172.1% | +164.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CNH.
Daily Out/Under-Performance
Portfolio return minus CNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNH 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 10y: compounded portfolio wealth divided by compounded CNH 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…
10y analysis · Full analysis span regression · 6 months rolling