+354.4%
ARKK vs CPAY
+181.8%
+172.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.7% |
| 7D | -3.1% | -2.0% | -1.1% | -2.0% |
| 30D | +2.7% | -0.4% | +3.1% | +2.8% |
| 3M | +10.8% | +16.4% | -5.6% | +1.3% |
| 6M | +14.4% | +23.5% | -9.1% | +0.5% |
| YTD | +8.7% | +35.7% | -27.0% | -10.8% |
| 1Y | +6.7% | +30.2% | -23.4% | -11.0% |
| 3Y | +87.4% | +49.7% | +37.7% | +43.1% |
| 5Y | -29.5% | +56.6% | -86.0% | -47.6% |
| 10Y | +331.8% | +153.8% | +178.0% | +151.5% |
| All | +354.4% | +181.8% | +172.6% | +153.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 all: compounded portfolio wealth divided by compounded CPAY 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…
all analysis · Full analysis span regression · 6 months rolling