+9.9%
ARKK vs CP
+20.0%
-10.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -1.4% |
| 7D | -4.7% | -2.7% | -2.0% | -3.9% |
| 30D | +3.1% | -3.4% | +6.4% | +4.2% |
| 3M | +13.8% | -0.6% | +14.4% | +13.9% |
| 6M | +14.0% | +6.3% | +7.7% | +10.6% |
| YTD | +8.0% | +21.2% | -13.2% | +1.3% |
| 1Y | +9.9% | +20.0% | -10.1% | +4.3% |
| All | +9.9% | +20.0% | -10.1% | +4.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling