-28.1%
ARKK vs CRL
-37.1%
+9.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.3% | -0.3% |
| 7D | -3.1% | -3.5% | +0.5% | -1.3% |
| 30D | +2.7% | -2.1% | +4.9% | +3.8% |
| 3M | +10.8% | +48.0% | -37.2% | -10.2% |
| 6M | +14.4% | +64.7% | -50.4% | -13.6% |
| YTD | +8.7% | +39.5% | -30.8% | -11.1% |
| 1Y | +6.7% | +74.2% | -67.5% | -23.5% |
| 3Y | +87.4% | +39.4% | +48.0% | +40.7% |
| All | -28.1% | -37.1% | +9.1% | -25.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling