+86.2%
ARKK vs CPB
-43.2%
+129.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.3% | +2.5% | -2.3% |
| 7D | -4.7% | -5.4% | +0.7% | -5.3% |
| 30D | +3.1% | -7.8% | +10.9% | +2.1% |
| 3M | +13.8% | -6.9% | +20.7% | +12.9% |
| 6M | +14.0% | -12.2% | +26.1% | +12.4% |
| YTD | +8.0% | -21.1% | +29.1% | +5.3% |
| 1Y | +9.9% | -33.5% | +43.4% | +5.6% |
| All | +86.2% | -43.2% | +129.4% | +76.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling