+331.8%
ARKK vs COR
+406.5%
-74.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | -3.1% | -2.8% | -0.2% | -2.4% |
| 30D | +2.7% | +2.6% | +0.2% | +2.0% |
| 3M | +10.8% | +14.5% | -3.7% | +6.6% |
| 6M | +14.4% | -7.8% | +22.2% | +15.7% |
| YTD | +8.7% | -4.2% | +12.9% | +8.5% |
| 1Y | +6.7% | +7.0% | -0.3% | +2.9% |
| 3Y | +87.4% | +85.5% | +1.9% | +47.8% |
| 5Y | -29.5% | +181.2% | -210.7% | -52.7% |
| All | +331.8% | +406.5% | -74.7% | +137.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR 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 COR 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