-28.1%
ARKK vs CTVA
+102.9%
-131.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.9% |
| 7D | -3.1% | -4.5% | +1.4% | -1.2% |
| 30D | +2.7% | +11.3% | -8.6% | -2.2% |
| 3M | +10.8% | +12.3% | -1.6% | +3.7% |
| 6M | +14.4% | +7.2% | +7.2% | +9.0% |
| YTD | +8.7% | +26.0% | -17.3% | -4.4% |
| 1Y | +6.7% | +16.0% | -9.3% | -2.8% |
| 3Y | +87.4% | +73.9% | +13.5% | +39.7% |
| All | -28.1% | +102.9% | -131.0% | -49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CTVA.
Daily Out/Under-Performance
Portfolio return minus CTVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTVA 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 5y: compounded portfolio wealth divided by compounded CTVA 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…
5y analysis · Full analysis span regression · 6 months rolling