+310.3%
ARKK vs CSGP
+87.7%
+222.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -4.7% | +7.8% | +5.6% |
| 7D | -6.6% | +1.3% | -7.8% | -7.5% |
| 30D | -14.5% | +10.7% | -25.2% | -21.7% |
| 3M | -0.4% | +3.3% | -3.6% | -6.1% |
| 6M | -5.2% | -10.3% | +5.2% | -5.7% |
| YTD | -1.9% | -54.6% | +52.7% | +42.7% |
| 1Y | -6.7% | -54.6% | +47.9% | +35.3% |
| 3Y | +89.7% | -60.3% | +150.1% | +187.6% |
| 5Y | -37.3% | -63.3% | +26.0% | -1.0% |
| 10Y | +324.8% | +66.5% | +258.3% | +217.2% |
| All | +310.3% | +87.7% | +222.6% | +177.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling