+87.4%
ARKK vs CRS
+612.2%
-524.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.8% | +1.1% |
| 7D | -3.1% | -6.8% | +3.7% | -0.4% |
| 30D | +2.7% | -16.1% | +18.8% | +9.8% |
| 3M | +10.8% | -21.2% | +31.9% | +20.9% |
| 6M | +14.4% | +8.7% | +5.7% | +8.8% |
| YTD | +8.7% | +41.0% | -32.3% | -7.8% |
| 1Y | +6.7% | +82.7% | -75.9% | -20.4% |
| 3Y | +87.4% | +604.8% | -517.4% | -21.8% |
| All | +87.4% | +612.2% | -524.8% | -21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS 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 CRS 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