+97.5%
ARKK vs CSGP
-61.9%
+159.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.4% | -0.2% |
| 7D | +1.9% | -4.1% | +6.0% | +3.4% |
| 30D | +13.2% | +2.3% | +10.9% | +11.9% |
| 3M | +7.7% | -8.2% | +15.9% | +9.9% |
| 6M | +15.1% | -35.1% | +50.1% | +35.5% |
| YTD | +12.1% | -54.0% | +66.1% | +52.6% |
| 1Y | +14.9% | -65.3% | +80.2% | +80.8% |
| All | +97.5% | -61.9% | +159.5% | +177.2% |
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