+331.8%
ARKK vs CPB
-45.3%
+377.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.6% |
| 7D | -3.1% | -1.8% | -1.3% | -3.1% |
| 30D | +2.7% | -7.1% | +9.8% | +2.6% |
| 3M | +10.8% | -6.0% | +16.8% | +10.7% |
| 6M | +14.4% | -5.3% | +19.6% | +14.4% |
| YTD | +8.7% | -20.8% | +29.5% | +8.6% |
| 1Y | +6.7% | -33.8% | +40.6% | +6.9% |
| 3Y | +87.4% | -43.7% | +131.1% | +87.3% |
| 5Y | -29.5% | -40.7% | +11.3% | -30.4% |
| All | +331.8% | -45.3% | +377.1% | +322.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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