+368.0%
ARKK vs CRL
+338.3%
+29.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.5% | +1.3% |
| 7D | +3.6% | -0.6% | +4.2% | +3.9% |
| 30D | +8.4% | +5.0% | +3.4% | +5.5% |
| 3M | +13.4% | +50.6% | -37.1% | -11.1% |
| 6M | +18.9% | +60.9% | -42.0% | -11.9% |
| YTD | +11.9% | +40.7% | -28.8% | -11.2% |
| 1Y | +13.1% | +73.3% | -60.2% | -21.6% |
| 3Y | +97.1% | +40.6% | +56.5% | +41.5% |
| 5Y | -27.8% | -37.0% | +9.2% | -16.2% |
| 10Y | +338.5% | +244.3% | +94.2% | +86.6% |
| All | +368.0% | +338.3% | +29.7% | +77.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling