+293.0%
ARKK vs CP
+257.3%
+35.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.7% |
| 7D | -0.6% | +2.1% | -2.8% | -1.9% |
| 30D | -11.2% | +9.3% | -20.6% | -16.4% |
| 3M | -9.2% | +0.5% | -9.7% | -9.8% |
| 6M | -3.9% | +10.4% | -14.3% | -10.8% |
| YTD | -2.5% | +28.7% | -31.2% | -18.9% |
| 1Y | -2.7% | +33.2% | -35.9% | -20.9% |
| 3Y | +87.9% | +38.4% | +49.5% | +47.7% |
| 5Y | -35.7% | +26.2% | -61.8% | -46.6% |
| All | +293.0% | +257.3% | +35.7% | +81.2% |
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