+338.5%
ARKK vs CSGP
+41.1%
+297.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.7% | +0.9% |
| 7D | +3.6% | -5.1% | +8.7% | +6.8% |
| 30D | +8.4% | +0.3% | +8.0% | +7.3% |
| 3M | +13.4% | -9.1% | +22.6% | +16.8% |
| 6M | +18.9% | -37.3% | +56.2% | +52.3% |
| YTD | +11.9% | -54.9% | +66.8% | +72.1% |
| 1Y | +13.1% | -65.5% | +78.6% | +105.7% |
| 3Y | +97.1% | -63.3% | +160.3% | +231.0% |
| 5Y | -27.8% | -65.8% | +38.0% | +24.1% |
| 10Y | +338.5% | +40.1% | +298.3% | +252.4% |
| All | +338.5% | +41.1% | +297.4% | +252.4% |
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