-29.9%
ARKK vs COR
+179.1%
-209.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.0% | -1.8% |
| 7D | -4.7% | -4.8% | +0.1% | -4.7% |
| 30D | +3.1% | -3.7% | +6.7% | +3.0% |
| 3M | +13.8% | +14.3% | -0.6% | +13.7% |
| 6M | +14.0% | -8.5% | +22.4% | +15.0% |
| YTD | +8.0% | -4.4% | +12.4% | +8.9% |
| 1Y | +9.9% | +9.1% | +0.8% | +9.9% |
| 3Y | +90.2% | +85.2% | +5.0% | +69.4% |
| 5Y | -29.9% | +180.7% | -210.6% | -45.6% |
| All | -29.9% | +179.1% | -209.0% | -45.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling