+329.1%
ARKK vs CP
+230.5%
+98.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -0.9% |
| 7D | -4.7% | -2.7% | -2.0% | -3.0% |
| 30D | +3.1% | -3.4% | +6.4% | +5.4% |
| 3M | +13.8% | -0.6% | +14.4% | +13.6% |
| 6M | +14.0% | +6.3% | +7.7% | +8.5% |
| YTD | +8.0% | +21.2% | -13.2% | -6.2% |
| 1Y | +9.9% | +20.0% | -10.1% | -4.1% |
| 3Y | +90.2% | +18.7% | +71.4% | +65.7% |
| 5Y | -29.9% | +34.8% | -64.7% | -43.9% |
| All | +329.1% | +230.5% | +98.6% | +104.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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