+327.1%
ARKK vs CSGP
+72.5%
+254.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.3% | +2.4% | +3.4% |
| 7D | 0.0% | -1.8% | +1.8% | +0.9% |
| 30D | -11.9% | +5.3% | -17.2% | -16.8% |
| 3M | -0.6% | +3.3% | -3.9% | -6.5% |
| 6M | -0.2% | -4.7% | +4.5% | -4.0% |
| YTD | +2.7% | -53.5% | +56.2% | +50.3% |
| 1Y | -2.2% | -53.7% | +51.5% | +43.0% |
| 3Y | +102.0% | -59.7% | +161.8% | +209.4% |
| 5Y | -33.4% | -62.5% | +29.1% | +5.4% |
| 10Y | +327.1% | +67.3% | +259.8% | +205.8% |
| All | +327.1% | +72.5% | +254.5% | +205.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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