+89.7%
ARKK vs CSGP
-60.4%
+150.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -4.7% | +7.8% | +4.3% |
| 7D | -6.6% | +1.3% | -7.8% | -7.0% |
| 30D | -14.5% | +10.7% | -25.2% | -18.4% |
| 3M | -0.4% | +3.3% | -3.6% | -3.3% |
| 6M | -5.2% | -10.3% | +5.2% | -4.4% |
| YTD | -1.9% | -54.6% | +52.7% | +30.3% |
| 1Y | -6.7% | -54.6% | +47.9% | +23.6% |
| 3Y | +89.7% | -60.3% | +150.1% | +153.7% |
| All | +89.7% | -60.4% | +150.2% | +153.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling