+351.6%
ARKK vs CRS
+1,032.0%
-680.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.5% | -1.0% |
| 7D | -4.7% | -4.1% | -0.6% | -3.4% |
| 30D | +3.1% | -16.6% | +19.6% | +9.2% |
| 3M | +13.8% | -14.3% | +28.0% | +19.0% |
| 6M | +14.0% | +11.6% | +2.4% | +8.7% |
| YTD | +8.0% | +42.6% | -34.6% | -5.6% |
| 1Y | +9.9% | +81.8% | -71.9% | -12.3% |
| 3Y | +90.2% | +632.1% | -541.9% | -4.6% |
| 5Y | -29.9% | +1,401.6% | -1,431.5% | -72.2% |
| 10Y | +329.1% | +1,379.0% | -1,049.9% | +55.4% |
| All | +351.6% | +1,032.0% | -680.4% | +67.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling