+87.9%
ARKK vs CSGP
-60.9%
+148.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.9% | -4.8% | -2.7% |
| 7D | -0.6% | +1.3% | -2.0% | -0.9% |
| 30D | -11.2% | +2.8% | -14.1% | -13.1% |
| 3M | -9.2% | -6.3% | -2.9% | -8.8% |
| 6M | -3.9% | -3.2% | -0.8% | -5.6% |
| YTD | -2.5% | -54.0% | +51.4% | +29.0% |
| 1Y | -2.7% | -54.8% | +52.1% | +29.7% |
| 3Y | +87.9% | -60.6% | +148.5% | +157.1% |
| All | +87.9% | -60.9% | +148.8% | +157.1% |
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