+331.8%
ARKK vs CRL
+256.1%
+75.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.3% | -0.5% |
| 7D | -3.1% | -3.5% | +0.5% | -1.1% |
| 30D | +2.7% | -2.1% | +4.9% | +4.0% |
| 3M | +10.8% | +48.0% | -37.2% | -12.7% |
| 6M | +14.4% | +64.7% | -50.4% | -16.9% |
| YTD | +8.7% | +39.5% | -30.8% | -13.7% |
| 1Y | +6.7% | +74.2% | -67.5% | -26.9% |
| 3Y | +87.4% | +39.4% | +48.0% | +33.9% |
| 5Y | -29.5% | -36.9% | +7.4% | -16.8% |
| All | +331.8% | +256.1% | +75.7% | +75.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 CRL 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