+317.7%
ARKK vs CSGP
+65.4%
+252.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +1.9% |
| 7D | -2.4% | -7.1% | +4.7% | +1.5% |
| 30D | -10.8% | +3.6% | -14.5% | -15.2% |
| 3M | -2.6% | -2.7% | +0.1% | -5.2% |
| 6M | -1.9% | -8.0% | +6.1% | -3.8% |
| YTD | +2.0% | -55.0% | +57.0% | +52.0% |
| 1Y | -4.4% | -55.8% | +51.4% | +43.6% |
| 3Y | +97.5% | -62.0% | +159.5% | +213.5% |
| 5Y | -32.0% | -62.9% | +30.9% | +8.2% |
| 10Y | +317.7% | +62.6% | +255.1% | +197.3% |
| All | +317.7% | +65.4% | +252.3% | +197.3% |
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